Western Wealth Management’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 |
-2,675
| Closed | -$210K | – | 701 |
|
|
2023
Q4 | $210K | Sell |
2,675
-508
| -16% | -$40K | 0.02% | 647 |
|
|
2023
Q3 | $229K | Buy |
3,183
+4
| +0.1% | +$288 | 0.02% | 574 |
|
|
2023
Q2 | $241K | Sell |
3,179
-367
| -10% | -$27.8K | 0.02% | 562 |
|
|
2023
Q1 | $264K | Buy |
3,546
+72
| +2% | +$5.35K | 0.02% | 530 |
|
|
2022
Q4 | $292K | Sell |
3,474
-4,144
| -54% | -$348K | 0.03% | 473 |
|
|
2022
Q3 | $549K | Buy |
7,618
+1,481
| +24% | +$107K | 0.03% | 449 |
|
|
2022
Q2 | $410K | Buy |
6,137
+1
| +0% | +$67 | 0.02% | 529 |
|
|
2022
Q1 | $450K | Buy |
6,136
+3,069
| +100% | +$225K | 0.02% | 558 |
|
|
2021
Q4 | $221K | Buy |
+3,067
| New | +$221K | 0.02% | 557 |
|