WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $24K | Buy |
370
+104
| +39% | +$6.75K | 0.01% | 904 |
|
|
2017
Q1 | $17K | Hold |
266
| – | – | ﹤0.01% | 927 |
|
|
2016
Q4 | $15K | Buy |
266
+260
| +4,333% | +$14.7K | ﹤0.01% | 1005 |
|
|
2016
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1648 |
|
|
2016
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1648 |
|
|
2016
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1634 |
|
|
2014
Q1 | – | Sell |
-80
| Closed | -$4K | – | 2152 |
|
|
2013
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 1810 |
|