Wealthspire Advisors (New York)’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,742
| Closed | -$236K | – | 827 |
|
|
2024
Q3 | $236K | Buy |
+2,742
| New | +$236K | ﹤0.01% | 677 |
|
|
2021
Q4 | – | Sell |
-3,392
| Closed | -$218K | – | 603 |
|
|
2021
Q3 | $218K | Buy |
+3,392
| New | +$218K | ﹤0.01% | 534 |
|
|
2021
Q2 | – | Sell |
-5,869
| Closed | -$352K | – | 581 |
|
|
2021
Q1 | $352K | Buy |
5,869
+748
| +15% | +$44.9K | 0.01% | 504 |
|
|
2020
Q4 | $254K | Buy |
+5,121
| New | +$254K | 0.01% | 491 |
|
|
2020
Q2 | – | Sell |
-6,841
| Closed | -$214K | – | 457 |
|
|
2020
Q1 | $214K | Buy |
+6,841
| New | +$214K | 0.01% | 472 |
|
|
2019
Q1 | – | Sell |
-219
| Closed | -$10K | – | 592 |
|
|
2018
Q4 | $10K | Buy |
+219
| New | +$10K | ﹤0.01% | 511 |
|