WESPAC Advisors’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
Q1 | – | Sell |
-3,613
| Closed | -$284K | – | 181 |
|
|
2023
Q4 | $284K | Hold |
3,613
| – | – | 0.2% | 121 |
|
|
2023
Q3 | $260K | Buy |
3,613
+290
| +9% | +$20.9K | 0.19% | 119 |
|
|
2023
Q2 | $252K | Hold |
3,323
| – | – | 0.2% | 110 |
|
|
2023
Q1 | $247K | Sell |
3,323
-647
| -16% | -$48.1K | 0.23% | 93 |
|
|
2022
Q4 | $333K | Buy |
+3,970
| New | +$333K | 0.58% | 42 |
|
|
2019
Q4 | – | Sell |
-17,488
| Closed | -$999K | – | 112 |
|
|
2019
Q3 | $999K | Sell |
17,488
-10,417
| -37% | -$595K | 1% | 41 |
|
|
2019
Q2 | $1.62M | Buy |
+27,905
| New | +$1.62M | 1.21% | 34 |
|
|
2019
Q1 | – | Sell |
-16,363
| Closed | -$723K | – | 135 |
|
|
2018
Q4 | $723K | Buy |
+16,363
| New | +$723K | 0.7% | 47 |
|