WealthTrust Fairport’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $5K | Hold |
109
| – | – | ﹤0.01% | 381 |
|
|
2018
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 359 |
|
|
2018
Q3 | $6K | Sell |
109
-91
| -46% | -$5.01K | ﹤0.01% | 428 |
|
|
2018
Q2 | $11K | Buy |
200
+91
| +83% | +$5.01K | ﹤0.01% | 374 |
|
|
2018
Q1 | $7K | Buy |
+109
| New | +$7K | ﹤0.01% | 410 |
|
|
2015
Q1 | – | Sell |
-109
| Closed | -$6K | – | 314 |
|
|
2014
Q4 | $6K | Sell |
109
-50
| -31% | -$2.75K | ﹤0.01% | 385 |
|
|
2014
Q3 | $8K | Buy |
159
+10
| +7% | +$503 | ﹤0.01% | 267 |
|
|
2014
Q2 | $8K | Buy |
+149
| New | +$8K | ﹤0.01% | 246 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$4K | – | 468 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 309 |
|