TW
Transform Wealth’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,600
| Closed | -$583K | – | 232 |
|
|
2020
Q1 | $583K | Buy |
18,600
+650
| +4% | +$20.4K | 0.12% | 135 |
|
|
2019
Q4 | $987K | Sell |
17,950
-3,400
| -16% | -$187K | 0.16% | 120 |
|
|
2019
Q3 | $1.22M | Sell |
21,350
-1,100
| -5% | -$62.9K | 0.22% | 109 |
|
|
2019
Q2 | $1.3M | Sell |
22,450
-21,050
| -48% | -$1.22M | 0.19% | 116 |
|
|
2019
Q1 | $2.18M | Buy |
43,500
+1,500
| +4% | +$75.3K | 0.41% | 87 |
|
|
2018
Q4 | $1.86M | Sell |
42,000
-13,800
| -25% | -$610K | 0.38% | 81 |
|
|
2018
Q3 | $3.27M | Sell |
55,800
-18,100
| -24% | -$1.06M | 0.57% | 67 |
|
|
2018
Q2 | $3.91M | Sell |
73,900
-15,200
| -17% | -$805K | 0.71% | 54 |
|
|
2018
Q1 | $5.43M | Sell |
89,100
-5,700
| -6% | -$347K | 1.03% | 25 |
|
|
2017
Q4 | $6.69M | Buy |
+94,800
| New | +$6.69M | 1.23% | 19 |
|