TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-835
| Closed | -$34K | – | 686 |
|
|
2021
Q3 | $34K | Buy |
835
+717
| +608% | +$29.2K | ﹤0.01% | 357 |
|
|
2021
Q2 | $7K | Sell |
118
-620
| -84% | -$36.8K | ﹤0.01% | 501 |
|
|
2021
Q1 | $37K | Hold |
738
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $37K | Sell |
738
-97
| -12% | -$4.86K | ﹤0.01% | 359 |
|
|
2020
Q3 | $34K | Sell |
835
-86
| -9% | -$3.5K | ﹤0.01% | 357 |
|
|
2020
Q2 | $38K | Buy |
921
+43
| +5% | +$1.77K | ﹤0.01% | 340 |
|
|
2020
Q1 | $28K | Sell |
878
-75
| -8% | -$2.39K | ﹤0.01% | 341 |
|
|
2019
Q4 | $52K | Buy |
953
+27
| +3% | +$1.47K | ﹤0.01% | 310 |
|
|
2019
Q3 | $53K | Buy |
926
+169
| +22% | +$9.67K | ﹤0.01% | 281 |
|
|
2019
Q2 | $44K | Buy |
757
+331
| +78% | +$19.2K | ﹤0.01% | 274 |
|
|
2019
Q1 | $21K | Sell |
426
-544
| -56% | -$26.8K | ﹤0.01% | 311 |
|
|
2018
Q4 | $43K | Buy |
970
+43
| +5% | +$1.91K | ﹤0.01% | 243 |
|
|
2018
Q3 | $54K | Buy |
927
+431
| +87% | +$25.1K | ﹤0.01% | 206 |
|
|
2018
Q2 | $26K | Buy |
+496
| New | +$26K | ﹤0.01% | 173 |
|