Summit X LLC’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,769
| Closed | -$362K | – | 257 |
|
|
2023
Q2 | $362K | Sell |
4,769
-151
| -3% | -$11.5K | 0.09% | 190 |
|
|
2023
Q1 | $366K | Sell |
4,920
-270
| -5% | -$20.1K | 0.09% | 190 |
|
|
2022
Q4 | $347K | Sell |
5,190
-103
| -2% | -$6.88K | 0.1% | 193 |
|
|
2022
Q3 | $378K | Buy |
5,293
+103
| +2% | +$7.36K | 0.11% | 185 |
|
|
2022
Q2 | $344K | Buy |
5,190
+2,102
| +68% | +$139K | 0.1% | 196 |
|
|
2022
Q1 | $228K | Buy |
+3,088
| New | +$228K | 0.06% | 230 |
|