Wexford Capital’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,963
| Closed | -$220K | – | 236 |
|
|
2023
Q1 | $220K | Buy |
+2,963
| New | +$220K | 0.05% | 157 |
|
|
2021
Q2 | – | Sell |
-4,500
| Closed | -$270K | – | 215 |
|
|
2021
Q1 | $270K | Buy |
+4,500
| New | +$270K | 0.04% | 166 |
|
|
2017
Q1 | – | Sell |
-5,620
| Closed | -$325K | – | 208 |
|
|
2016
Q4 | $325K | Buy |
+5,620
| New | +$325K | 0.03% | 186 |
|