Virtus Investment 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-16,164
| Closed | -$1.14M | – | 329 |
|
2017
Q4 | $1.14M | Sell |
16,164
-1,407
| -8% | -$99.3K | 0.12% | 195 |
|
2017
Q3 | $1.13M | Sell |
17,571
-887
| -5% | -$57K | 0.12% | 208 |
|
2017
Q2 | $1.18M | Sell |
18,458
-3,147
| -15% | -$202K | 0.12% | 205 |
|
2017
Q1 | $1.36M | Sell |
21,605
-2,880
| -12% | -$182K | 0.12% | 204 |
|
2016
Q4 | $1.42M | Buy |
24,485
+22,270
| +1,005% | +$1.29M | 0.11% | 220 |
|
2016
Q3 | $114K | Buy |
+2,215
| New | +$114K | 0.01% | 486 |
|