Todd Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,981
| Closed | -$290K | – | 216 |
|
|
2020
Q2 | $290K | Buy |
+6,981
| New | +$290K | 0.01% | 193 |
|
|
2017
Q3 | – | Sell |
-231,911
| Closed | -$14.9M | – | 221 |
|
|
2017
Q2 | $14.9M | Buy |
+231,911
| New | +$14.9M | 0.42% | 107 |
|
|
2014
Q2 | – | Sell |
-200,401
| Closed | -$9.22M | – | 225 |
|
|
2014
Q1 | $9.22M | Buy |
+200,401
| New | +$9.22M | 0.27% | 127 |
|