Virtus ETF Advisers’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,623
| Closed | -$1.05M | – | 553 |
|
|
2024
Q4 | $1.05M | Buy |
+13,623
| New | +$1.05M | 0.43% | 112 |
|
|
2023
Q4 | – | Sell |
-8,928
| Closed | -$643K | – | 456 |
|
|
2023
Q3 | $643K | Sell |
8,928
-1,248
| -12% | -$89.9K | 0.39% | 131 |
|
|
2023
Q2 | $772K | Buy |
10,176
+242
| +2% | +$18.4K | 0.46% | 80 |
|
|
2023
Q1 | $738K | Buy |
9,934
+133
| +1% | +$9.89K | 0.41% | 121 |
|
|
2022
Q4 | $823K | Buy |
+9,801
| New | +$823K | 0.43% | 62 |
|
|
2020
Q2 | – | Sell |
-310
| Closed | -$10K | – | 484 |
|
|
2020
Q1 | $10K | Sell |
310
-160
| -34% | -$5.16K | ﹤0.01% | 385 |
|
|
2019
Q4 | $26K | Sell |
470
-132
| -22% | -$7.3K | ﹤0.01% | 331 |
|
|
2019
Q3 | $34K | Hold |
602
| – | – | 0.01% | 309 |
|
|
2019
Q2 | $35K | Buy |
602
+254
| +73% | +$14.8K | 0.01% | 310 |
|
|
2019
Q1 | $17K | Hold |
348
| – | – | 0.04% | 135 |
|
|
2018
Q4 | $15K | Hold |
348
| – | – | ﹤0.01% | 261 |
|
|
2018
Q3 | $20K | Hold |
348
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $18K | Hold |
348
| – | – | 0.02% | 219 |
|
|
2018
Q1 | $21K | Hold |
348
| – | – | 0.02% | 185 |
|
|
2017
Q4 | $25K | Buy |
+348
| New | +$25K | 0.03% | 168 |
|