Tocqueville Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,208
| Closed | -$202K | – | 821 |
|
|
2017
Q1 | $202K | Sell |
3,208
-310
| -9% | -$19.5K | ﹤0.01% | 760 |
|
|
2016
Q4 | $204K | Buy |
+3,518
| New | +$204K | ﹤0.01% | 762 |
|
|
2014
Q3 | – | Sell |
-255
| Closed | -$13K | – | 1157 |
|
|
2014
Q2 | $13K | Buy |
255
+8
| +3% | +$408 | ﹤0.01% | 1505 |
|
|
2014
Q1 | $11K | Sell |
247
-103
| -29% | -$4.59K | ﹤0.01% | 1172 |
|
|
2013
Q4 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 1149 |
|