Whitener Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-253
| Closed | -$14K | – | 343 |
|
|
2019
Q3 | $14K | Hold |
253
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $14K | Hold |
253
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $12K | Hold |
253
| – | – | 0.01% | 320 |
|
|
2018
Q4 | $11K | Hold |
253
| – | – | 0.01% | 310 |
|
|
2018
Q3 | $14K | Buy |
+253
| New | +$14K | 0.01% | 301 |
|
|
2018
Q2 | – | Sell |
-253
| Closed | -$15K | – | 315 |
|
|
2018
Q1 | $15K | Hold |
253
| – | – | 0.01% | 302 |
|
|
2017
Q4 | $17K | Buy |
+253
| New | +$17K | 0.01% | 274 |
|