TFS
TrustCore Financial Services’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $81.5K | Hold |
971
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $70K | Hold |
971
| – | – | 0.01% | 395 |
|
|
2022
Q2 | $65K | Buy |
971
+254
| +35% | +$17K | 0.01% | 406 |
|
|
2022
Q1 | $53K | Hold |
717
| – | – | ﹤0.01% | 457 |
|
|
2021
Q4 | $52K | Hold |
717
| – | – | 0.01% | 429 |
|
|
2021
Q3 | $46K | Hold |
717
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $45K | Hold |
717
| – | – | ﹤0.01% | 477 |
|
|
2021
Q1 | $43K | Hold |
717
| – | – | 0.01% | 463 |
|
|
2020
Q4 | $36K | Sell |
717
-34
| -5% | -$1.71K | ﹤0.01% | 467 |
|
|
2020
Q3 | $30K | Hold |
751
| – | – | ﹤0.01% | 442 |
|
|
2020
Q2 | $31K | Hold |
751
| – | – | 0.01% | 459 |
|
|
2020
Q1 | $24K | Hold |
751
| – | – | 0.01% | 454 |
|
|
2019
Q4 | $41K | Hold |
751
| – | – | 0.01% | 397 |
|
|
2019
Q3 | $43K | Sell |
751
-137
| -15% | -$7.84K | 0.01% | 384 |
|
|
2019
Q2 | $51K | Hold |
888
| – | – | 0.01% | 353 |
|
|
2019
Q1 | $45K | Hold |
888
| – | – | 0.01% | 312 |
|
|
2018
Q4 | $39K | Hold |
888
| – | – | 0.02% | 164 |
|
|
2018
Q3 | $52K | Sell |
888
-154
| -15% | -$9.02K | 0.02% | 303 |
|
|
2018
Q2 | $55K | Sell |
1,042
-400
| -28% | -$21.1K | 0.02% | 285 |
|
|
2018
Q1 | $88K | Buy |
1,442
+154
| +12% | +$9.4K | 0.03% | 211 |
|
|
2017
Q4 | $91K | Buy |
+1,288
| New | +$91K | 0.04% | 205 |
|