Washington Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-739
| Closed | -$47K | – | 1091 |
|
|
2021
Q2 | $47K | Hold |
739
| – | – | ﹤0.01% | 536 |
|
|
2021
Q1 | $44K | Hold |
739
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $37K | Hold |
739
| – | – | ﹤0.01% | 550 |
|
|
2020
Q3 | $30K | Hold |
739
| – | – | ﹤0.01% | 544 |
|
|
2020
Q2 | $30K | Hold |
739
| – | – | ﹤0.01% | 484 |
|
|
2020
Q1 | $23K | Buy |
+739
| New | +$23K | ﹤0.01% | 523 |
|
|
2018
Q3 | – | Sell |
-739
| Closed | -$39K | – | 646 |
|
|
2018
Q2 | $39K | Buy |
+739
| New | +$39K | ﹤0.01% | 459 |
|