TradeWorx’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $410K | Buy |
+7,815
| New | +$410K | 0.54% | 49 |
|
|
2014
Q1 | – | Sell |
-22,294
| Closed | -$1.1M | – | 503 |
|
|
2013
Q4 | $1.1M | Buy |
22,294
+1,955
| +10% | +$96.4K | 0.48% | 41 |
|
|
2013
Q3 | $871K | Sell |
20,339
-5,586
| -22% | -$239K | 0.4% | 70 |
|
|
2013
Q2 | $971K | Buy |
+25,925
| New | +$971K | 0.42% | 49 |
|