Wealthspire Advisors (Maryland)’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,935
| Closed | -$216K | – | 485 |
|
|
2019
Q4 | $216K | Buy |
+3,935
| New | +$216K | 0.01% | 454 |
|
|
2019
Q2 | – | Sell |
-3,057
| Closed | -$153K | – | 1604 |
|
|
2019
Q1 | $153K | Buy |
3,057
+86
| +3% | +$4.3K | 0.01% | 506 |
|
|
2018
Q4 | $131K | Buy |
2,971
+616
| +26% | +$27.2K | 0.01% | 520 |
|
|
2018
Q3 | $138K | Sell |
2,355
-1,423
| -38% | -$83.4K | 0.01% | 561 |
|
|
2018
Q2 | $200K | Sell |
3,778
-495
| -12% | -$26.2K | 0.02% | 463 |
|
|
2018
Q1 | $260K | Buy |
4,273
+224
| +6% | +$13.6K | 0.02% | 398 |
|
|
2017
Q4 | $286K | Sell |
4,049
-749
| -16% | -$52.9K | 0.03% | 381 |
|
|
2017
Q3 | $309K | Sell |
4,798
-459
| -9% | -$29.6K | 0.03% | 352 |
|
|
2017
Q2 | $337K | Sell |
5,257
-1,990
| -27% | -$128K | 0.04% | 320 |
|
|
2017
Q1 | $457K | Sell |
7,247
-431
| -6% | -$27.2K | 0.07% | 199 |
|
|
2016
Q4 | $444K | Sell |
7,678
-473
| -6% | -$27.4K | 0.07% | 193 |
|
|
2016
Q3 | $420K | Buy |
8,151
+335
| +4% | +$17.3K | 0.07% | 202 |
|
|
2016
Q2 | $321K | Buy |
7,816
+277
| +4% | +$11.4K | 0.05% | 240 |
|
|
2016
Q1 | $297K | Sell |
7,539
-1,286
| -15% | -$50.7K | 0.05% | 259 |
|
|
2015
Q4 | $397K | Buy |
+8,825
| New | +$397K | 0.07% | 195 |
|