Vestmark Advisory Solutions’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,006
| Closed | -$294K | – | 907 |
|
|
2022
Q1 | $294K | Hold |
4,006
| – | – | 0.02% | 721 |
|
|
2021
Q4 | $290K | Sell |
4,006
-31
| -0.8% | -$2.24K | 0.02% | 721 |
|
|
2021
Q3 | $260K | Sell |
4,037
-44
| -1% | -$2.83K | 0.02% | 713 |
|
|
2021
Q2 | $258K | Buy |
4,081
+446
| +12% | +$28.2K | 0.02% | 672 |
|
|
2021
Q1 | $218K | Buy |
+3,635
| New | +$218K | 0.02% | 688 |
|