Summit Global Investments’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,869
| Closed | -$540K | – | 310 |
|
|
2018
Q1 | $540K | Sell |
8,869
-7,121
| -45% | -$434K | 0.09% | 207 |
|
|
2017
Q4 | $1.13M | Sell |
15,990
-186
| -1% | -$13.1K | 0.17% | 88 |
|
|
2017
Q3 | $1.04M | Buy |
16,176
+8,447
| +109% | +$544K | 0.16% | 87 |
|
|
2017
Q2 | $495K | Sell |
7,729
-6,728
| -47% | -$431K | 0.15% | 179 |
|
|
2017
Q1 | $912K | Buy |
14,457
+876
| +6% | +$55.3K | 0.3% | 74 |
|
|
2016
Q4 | $786K | Buy |
+13,581
| New | +$786K | 0.29% | 76 |
|