TRUE Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,046
| Closed | -$51K | – | 565 |
|
|
2020
Q4 | $51K | Buy |
1,046
+3
| +0.3% | +$146 | 0.01% | 353 |
|
|
2020
Q3 | $42K | Buy |
1,043
+4
| +0.4% | +$161 | 0.01% | 345 |
|
|
2020
Q2 | $43K | Buy |
1,039
+3
| +0.3% | +$124 | 0.01% | 328 |
|
|
2020
Q1 | $32K | Sell |
1,036
-18
| -2% | -$556 | 0.01% | 333 |
|
|
2019
Q4 | $57K | Buy |
+1,054
| New | +$57K | 0.01% | 352 |
|
|
2019
Q3 | – | Sell |
-1,090
| Closed | -$63K | – | 576 |
|
|
2019
Q2 | $63K | Buy |
+1,090
| New | +$63K | 0.01% | 313 |
|
|
2018
Q4 | – | Sell |
-838
| Closed | -$49.1K | – | 727 |
|
|
2018
Q3 | $49.1K | Buy |
+838
| New | +$49.1K | 0.01% | 466 |
|