WealthTrust-Arizona’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
Q4 | $6K | Sell |
142
-133
| -48% | -$5.62K | ﹤0.01% | 456 |
|
|
2018
Q3 | $16K | Buy |
275
+18
| +7% | +$1.05K | 0.01% | 332 |
|
|
2018
Q2 | $14K | Sell |
257
-16
| -6% | -$872 | 0.01% | 337 |
|
|
2018
Q1 | $17K | Hold |
273
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $19K | Buy |
273
+131
| +92% | +$9.12K | 0.01% | 297 |
|
|
2017
Q3 | $9K | Hold |
142
| – | – | ﹤0.01% | 420 |
|
|
2017
Q2 | $9K | Hold |
142
| – | – | ﹤0.01% | 408 |
|
|
2017
Q1 | $9K | Hold |
142
| – | – | ﹤0.01% | 405 |
|
|
2016
Q4 | $8K | Hold |
142
| – | – | ﹤0.01% | 419 |
|
|
2016
Q3 | $7K | Hold |
142
| – | – | ﹤0.01% | 431 |
|
|
2016
Q2 | $6K | Hold |
142
| – | – | ﹤0.01% | 440 |
|
|
2016
Q1 | $6K | Hold |
142
| – | – | ﹤0.01% | 436 |
|
|
2015
Q4 | $6K | Hold |
142
| – | – | ﹤0.01% | 468 |
|
|
2015
Q3 | $7K | Hold |
142
| – | – | ﹤0.01% | 431 |
|
|
2015
Q2 | $7K | Hold |
142
| – | – | ﹤0.01% | 455 |
|
|
2015
Q1 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 469 |
|
|
2014
Q3 | – | Sell |
-12
| Closed | -$1K | – | 653 |
|
|
2014
Q2 | $1K | Sell |
12
-78
| -87% | -$6.5K | ﹤0.01% | 606 |
|
|
2014
Q1 | $4K | Sell |
90
-10
| -10% | -$444 | ﹤0.01% | 523 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | 0.01% | 494 |
|
|
2013
Q3 | $4K | Hold |
100
| – | – | 0.01% | 477 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | 0.01% | 460 |
|