Sunflower Bank Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,196
| Closed | -$320K | – | 126 |
|
|
2020
Q1 | $320K | Buy |
10,196
+1,775
| +21% | +$55.7K | 0.12% | 94 |
|
|
2019
Q4 | $463K | Buy |
8,421
+3,665
| +77% | +$202K | 0.14% | 94 |
|
|
2019
Q3 | $272K | Sell |
4,756
-2,550
| -35% | -$146K | 0.09% | 118 |
|
|
2019
Q2 | $423K | Sell |
7,306
-20
| -0.3% | -$1.16K | 0.14% | 95 |
|
|
2019
Q1 | $368K | Buy |
+7,326
| New | +$368K | 0.11% | 103 |
|