TAM
Tucker Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.04K | Hold |
91
| – | – | ﹤0.01% | 877 |
|
|
2024
Q3 | $7.82K | Sell |
91
-18
| -17% | -$1.55K | ﹤0.01% | 780 |
|
|
2024
Q2 | $8.55K | Hold |
109
| – | – | ﹤0.01% | 896 |
|
|
2024
Q1 | $9.41K | Buy |
109
+91
| +506% | +$7.85K | ﹤0.01% | 882 |
|
|
2023
Q4 | $1.42K | Hold |
18
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q3 | $1.3K | Hold |
18
| – | – | ﹤0.01% | 1117 |
|
|
2023
Q2 | $1.37K | Hold |
18
| – | – | ﹤0.01% | 917 |
|
|
2023
Q1 | $1.34K | Hold |
18
| – | – | ﹤0.01% | 948 |
|
|
2022
Q4 | $1.54K | Hold |
18
| – | – | ﹤0.01% | 595 |
|
|
2022
Q3 | $1.59K | Hold |
18
| – | – | ﹤0.01% | 597 |
|
|
2022
Q2 | $1.2K | Hold |
18
| – | – | ﹤0.01% | 507 |
|
|
2022
Q1 | $1.32K | Hold |
18
| – | – | ﹤0.01% | 478 |
|
|
2021
Q4 | $1.3K | Hold |
18
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $1.21K | Hold |
18
| – | – | ﹤0.01% | 325 |
|
|
2021
Q2 | $1.14K | Hold |
18
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $1.08K | Hold |
18
| – | – | ﹤0.01% | 297 |
|
|
2020
Q4 | $893 | Buy |
+18
| New | +$893 | ﹤0.01% | 324 |
|