Wealthfront’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
Q3 | $1.17M | Buy |
19,907
+7,731
| +63% | +$453K | 0.01% | 226 |
|
|
2018
Q2 | $645K | Buy |
12,176
+5,966
| +96% | +$316K | 0.01% | 329 |
|
|
2018
Q1 | $378K | Sell |
6,210
-3,768
| -38% | -$229K | ﹤0.01% | 406 |
|
|
2017
Q4 | $704K | Buy |
9,978
+3,630
| +57% | +$256K | 0.01% | 285 |
|
|
2017
Q3 | $408K | Sell |
6,348
-1,571
| -20% | -$101K | 0.01% | 368 |
|
|
2017
Q2 | $507K | Buy |
7,919
+821
| +12% | +$52.6K | 0.01% | 266 |
|
|
2017
Q1 | $448K | Buy |
7,098
+886
| +14% | +$55.9K | 0.01% | 243 |
|
|
2016
Q4 | $359K | Buy |
6,212
+653
| +12% | +$37.7K | 0.01% | 264 |
|
|
2016
Q3 | $286K | Buy |
5,559
+680
| +14% | +$35K | 0.01% | 282 |
|
|
2016
Q2 | $201K | Buy |
+4,879
| New | +$201K | 0.01% | 339 |
|
|
2015
Q4 | – | Sell |
-3,953
| Closed | -$187K | – | 836 |
|
|
2015
Q3 | $187K | Sell |
3,953
-1,259
| -24% | -$59.6K | 0.01% | 288 |
|
|
2015
Q2 | $267K | Buy |
5,212
+93
| +2% | +$4.76K | 0.01% | 209 |
|
|
2015
Q1 | $263K | Buy |
5,119
+388
| +8% | +$19.9K | 0.01% | 188 |
|
|
2014
Q4 | $246K | Buy |
4,731
+1,212
| +34% | +$63K | 0.01% | 165 |
|
|
2014
Q3 | $185K | Buy |
3,519
+807
| +30% | +$42.4K | 0.01% | 168 |
|
|
2014
Q2 | $140K | Buy |
2,712
+1,248
| +85% | +$64.4K | 0.01% | 156 |
|
|
2014
Q1 | $69K | Buy |
+1,464
| New | +$69K | 0.01% | 202 |
|