Wealthcare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-63
| Closed | -$4K | – | 507 |
|
|
2021
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 439 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$1K | – | 193 |
|
|
2020
Q1 | $1K | Sell |
25
-40
| -62% | -$1.6K | ﹤0.01% | 238 |
|
|
2019
Q4 | $4K | Buy |
65
+40
| +160% | +$2.46K | ﹤0.01% | 322 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 182 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 175 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 182 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 179 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 183 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 185 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 179 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 201 |
|
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 164 |
|
|
2017
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 157 |
|
|
2017
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 161 |
|
|
2016
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 172 |
|
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 185 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 187 |
|
|
2016
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 196 |
|
|
2015
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 206 |
|
|
2015
Q3 | $1K | Sell |
25
-177
| -88% | -$7.08K | ﹤0.01% | 227 |
|
|
2015
Q2 | $10K | Sell |
202
-1,230
| -86% | -$60.9K | ﹤0.01% | 206 |
|
|
2015
Q1 | $74K | Buy |
+1,432
| New | +$74K | 0.01% | 188 |
|