Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-700
| Closed | -$28 | – | 669 |
|
|
2020
Q3 | $28 | Hold |
700
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $29 | Buy |
700
+400
| +133% | +$17 | ﹤0.01% | 368 |
|
|
2020
Q1 | $9 | Buy |
+300
| New | +$9 | ﹤0.01% | 484 |
|
|
2019
Q2 | $17 | Buy |
+300
| New | +$17 | ﹤0.01% | 410 |
|
|
2018
Q4 | $13.3K | Buy |
+300
| New | +$13.3K | ﹤0.01% | 422 |
|