UIA
UBP Investment Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $490K | Hold |
6,829
| – | – | 0.25% | 55 |
|
|
2022
Q2 | $460K | Buy |
+6,829
| New | +$460K | 0.18% | 69 |
|
|
2021
Q1 | – | Sell |
-4,694
| Closed | -$233K | – | 113 |
|
|
2020
Q4 | $233K | Buy |
+4,694
| New | +$233K | 0.12% | 67 |
|
|
2020
Q3 | – | Sell |
-5,744
| Closed | -$239K | – | 66 |
|
|
2020
Q2 | $239K | Buy |
+5,744
| New | +$239K | 0.19% | 48 |
|
|
2020
Q1 | – | Sell |
-3,888
| Closed | -$214K | – | 56 |
|
|
2019
Q4 | $214K | Buy |
+3,888
| New | +$214K | 0.17% | 51 |
|