WealthPLAN Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,969
| Closed | -$149K | – | 896 |
|
|
2023
Q2 | $149K | Sell |
1,969
-497
| -20% | -$37.7K | 0.02% | 334 |
|
|
2023
Q1 | $183K | Buy |
2,466
+39
| +2% | +$2.9K | 0.02% | 321 |
|
|
2022
Q4 | $223K | Buy |
+2,427
| New | +$223K | 0.02% | 362 |
|
|
2016
Q3 | $24K | Sell |
470
-354
| -43% | -$18.1K | 0.01% | 446 |
|
|
2016
Q2 | $19.2K | Buy |
+824
| New | +$19.2K | ﹤0.01% | 1429 |
|
|
2015
Q4 | $20.7K | Buy |
+1,160
| New | +$20.7K | ﹤0.01% | 899 |
|
|
2015
Q2 | $18K | Sell |
344
-1,139
| -77% | -$59.6K | 0.01% | 268 |
|
|
2015
Q1 | $77K | Buy |
+1,483
| New | +$77K | 0.04% | 200 |
|