Vigilant Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,250
| Closed | -$39K | – | 345 |
|
|
2020
Q1 | $39K | Hold |
1,250
| – | – | 0.01% | 218 |
|
|
2019
Q4 | $69K | Hold |
1,250
| – | – | 0.01% | 252 |
|
|
2019
Q3 | $71K | Hold |
1,250
| – | – | 0.01% | 221 |
|
|
2019
Q2 | $72K | Hold |
1,250
| – | – | 0.01% | 204 |
|
|
2019
Q1 | $63K | Hold |
1,250
| – | – | 0.01% | 225 |
|
|
2018
Q4 | $55K | Hold |
1,250
| – | – | 0.01% | 246 |
|
|
2018
Q3 | $73K | Hold |
1,250
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $66K | Sell |
1,250
-300
| -19% | -$15.8K | 0.01% | 224 |
|
|
2018
Q1 | $94K | Hold |
1,550
| – | – | 0.01% | 174 |
|
|
2017
Q4 | $109K | Buy |
1,550
+300
| +24% | +$21.1K | 0.01% | 160 |
|
|
2017
Q3 | $80K | Buy |
+1,250
| New | +$80K | 0.01% | 152 |
|