Trilogy Capital’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,180
| Closed | -$1.17M | – | 193 |
|
|
2021
Q4 | $1.17M | Buy |
16,180
+216
| +1% | +$15.6K | 0.09% | 84 |
|
|
2021
Q3 | $1.03M | Buy |
15,964
+53
| +0.3% | +$3.41K | 0.08% | 84 |
|
|
2021
Q2 | $994K | Buy |
15,911
+725
| +5% | +$45.3K | 0.07% | 87 |
|
|
2021
Q1 | $911K | Buy |
15,186
+563
| +4% | +$33.8K | 0.07% | 93 |
|
|
2020
Q4 | $725K | Sell |
14,623
-21
| -0.1% | -$1.04K | 0.06% | 92 |
|
|
2020
Q3 | $590K | Sell |
14,644
-1,308
| -8% | -$52.7K | 0.06% | 88 |
|
|
2020
Q2 | $700K | Sell |
15,952
-2,250
| -12% | -$98.7K | 0.07% | 72 |
|
|
2020
Q1 | $577K | Buy |
18,202
+4,434
| +32% | +$141K | 0.06% | 82 |
|
|
2019
Q4 | $762K | Buy |
13,768
+838
| +6% | +$46.4K | 0.07% | 84 |
|
|
2019
Q3 | $708K | Buy |
12,930
+906
| +8% | +$49.6K | 0.08% | 84 |
|
|
2019
Q2 | $698K | Buy |
12,024
+564
| +5% | +$32.7K | 0.08% | 79 |
|
|
2019
Q1 | $575K | Buy |
+11,460
| New | +$575K | 0.07% | 85 |
|