Tilia Fiduciary Partners’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 |
-108
| Closed | -$8.19K | – | 363 |
|
|
2023
Q2 | $8.19K | Hold |
108
| – | – | 0.01% | 388 |
|
|
2023
Q1 | $8.03K | Hold |
108
| – | – | 0.01% | 381 |
|
|
2022
Q4 | $9.06K | Hold |
108
| – | – | 0.01% | 367 |
|
|
2022
Q3 | $8K | Hold |
108
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $7K | Hold |
108
| – | – | 0.01% | 412 |
|
|
2022
Q1 | $8K | Hold |
108
| – | – | 0.01% | 418 |
|
|
2021
Q4 | $8K | Buy |
+108
| New | +$8K | 0.01% | 435 |
|