Wealthfront’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $645K | Buy |
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|
2018
Q1 | $378K | Sell |
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|
2017
Q4 | $704K | Buy |
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|
2017
Q3 | $408K | Sell |
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|
2017
Q2 | $507K | Buy |
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|
2017
Q1 | $448K | Buy |
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|
2016
Q4 | $359K | Buy |
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|
2016
Q3 | $286K | Buy |
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|
2016
Q2 | $201K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $187K | Sell |
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|
2015
Q2 | $267K | Buy |
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|
2015
Q1 | $263K | Buy |
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|
2014
Q4 | $246K | Buy |
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|
2014
Q3 | $185K | Buy |
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|
2014
Q2 | $140K | Buy |
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|
2014
Q1 | $69K | Buy |
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