Vantage Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $11K | Buy |
722
+529
| +274% | +$8.06K | ﹤0.01% | 522 |
|
2018
Q2 | $10K | Hold |
193
| – | – | ﹤0.01% | 539 |
|
2018
Q1 | $12K | Hold |
193
| – | – | ﹤0.01% | 526 |
|
2017
Q4 | $14K | Hold |
193
| – | – | ﹤0.01% | 516 |
|
2017
Q3 | $12K | Hold |
193
| – | – | ﹤0.01% | 531 |
|
2017
Q2 | $12K | Hold |
193
| – | – | ﹤0.01% | 515 |
|
2017
Q1 | $12K | Hold |
193
| – | – | ﹤0.01% | 493 |
|
2016
Q4 | $11K | Hold |
193
| – | – | ﹤0.01% | 492 |
|
2016
Q3 | $10K | Buy |
+193
| New | +$10K | ﹤0.01% | 497 |
|
2016
Q2 | – | Sell |
-395
| Closed | -$16K | – | 883 |
|
2016
Q1 | $16K | Hold |
395
| – | – | 0.01% | 440 |
|
2015
Q4 | $18K | Hold |
395
| – | – | 0.01% | 408 |
|
2015
Q3 | $19K | Hold |
395
| – | – | 0.01% | 383 |
|
2015
Q2 | $20K | Sell |
395
-395
| -50% | -$20K | 0.01% | 378 |
|
2015
Q1 | $41K | Buy |
790
+395
| +100% | +$20.5K | 0.01% | 372 |
|
2014
Q4 | $21K | Hold |
395
| – | – | 0.01% | 369 |
|
2014
Q3 | $21K | Hold |
395
| – | – | 0.01% | 348 |
|
2014
Q2 | $20K | Hold |
395
| – | – | 0.01% | 379 |
|
2014
Q1 | $18K | Hold |
395
| – | – | 0.01% | 362 |
|
2013
Q4 | $19K | Buy |
+395
| New | +$19K | 0.01% | 334 |
|