VSR Financial Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,930
| Closed | -$273K | – | 563 |
|
|
2016
Q1 | $273K | Buy |
6,930
+658
| +10% | +$25.9K | 0.03% | 447 |
|
|
2015
Q4 | $282K | Buy |
6,272
+1,136
| +22% | +$51.1K | 0.03% | 444 |
|
|
2015
Q3 | $243K | Sell |
5,136
-282
| -5% | -$13.3K | 0.03% | 466 |
|
|
2015
Q2 | $278K | Buy |
5,418
+765
| +16% | +$39.3K | 0.03% | 461 |
|
|
2015
Q1 | $239K | Sell |
4,653
-211
| -4% | -$10.8K | 0.03% | 487 |
|
|
2014
Q4 | $253K | Buy |
4,864
+314
| +7% | +$16.3K | 0.03% | 472 |
|
|
2014
Q3 | $239K | Buy |
+4,550
| New | +$239K | 0.03% | 506 |
|