SAI
Systematic Alpha Investments’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-700
| Closed | -$55.1K | – | 257 |
|
|
2023
Q4 | $55.1K | Hold |
700
| – | – | ﹤0.01% | 276 |
|
|
2023
Q3 | $50.4K | Hold |
700
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $53.1K | Hold |
700
| – | – | ﹤0.01% | 242 |
|
|
2023
Q1 | $52K | Buy |
+700
| New | +$52K | ﹤0.01% | 271 |
|
|
2021
Q4 | – | Sell |
-700
| Closed | -$47K | – | 408 |
|
|
2021
Q3 | $47K | Hold |
700
| – | – | ﹤0.01% | 315 |
|
|
2021
Q2 | $46K | Hold |
700
| – | – | ﹤0.01% | 234 |
|
|
2021
Q1 | $42K | Hold |
700
| – | – | ﹤0.01% | 163 |
|
|
2020
Q4 | $35K | Buy |
+700
| New | +$35K | ﹤0.01% | 128 |
|