WhitTier Trust Company’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 1157 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1161 |
|
|
2020
Q2 | – | Sell |
-127
| Closed | -$4K | – | 978 |
|
|
2020
Q1 | $4K | Sell |
127
-65
| -34% | -$2.05K | ﹤0.01% | 893 |
|
|
2019
Q4 | $11K | Buy |
192
+65
| +51% | +$3.72K | ﹤0.01% | 827 |
|
|
2019
Q3 | $7K | Hold |
127
| – | – | ﹤0.01% | 876 |
|
|
2019
Q2 | $7K | Hold |
127
| – | – | ﹤0.01% | 876 |
|
|
2019
Q1 | $6K | Hold |
127
| – | – | ﹤0.01% | 898 |
|
|
2018
Q4 | $6K | Hold |
127
| – | – | ﹤0.01% | 908 |
|
|
2018
Q3 | $7K | Hold |
127
| – | – | ﹤0.01% | 847 |
|
|
2018
Q2 | $7K | Hold |
127
| – | – | ﹤0.01% | 852 |
|
|
2018
Q1 | $8K | Hold |
127
| – | – | ﹤0.01% | 864 |
|
|
2017
Q4 | $9K | Hold |
127
| – | – | ﹤0.01% | 809 |
|
|
2017
Q3 | $8K | Hold |
127
| – | – | ﹤0.01% | 812 |
|
|
2017
Q2 | $8K | Hold |
127
| – | – | ﹤0.01% | 781 |
|
|
2017
Q1 | $8K | Hold |
127
| – | – | ﹤0.01% | 788 |
|
|
2016
Q4 | $7K | Hold |
127
| – | – | ﹤0.01% | 814 |
|
|
2016
Q3 | $7K | Hold |
127
| – | – | ﹤0.01% | 799 |
|
|
2016
Q2 | $5K | Hold |
127
| – | – | ﹤0.01% | 831 |
|
|
2016
Q1 | $5K | Hold |
127
| – | – | ﹤0.01% | 830 |
|
|
2015
Q4 | $6K | Hold |
127
| – | – | ﹤0.01% | 811 |
|
|
2015
Q3 | $6K | Hold |
127
| – | – | ﹤0.01% | 816 |
|
|
2015
Q2 | $7K | Hold |
127
| – | – | ﹤0.01% | 817 |
|
|
2015
Q1 | $7K | Hold |
127
| – | – | ﹤0.01% | 818 |
|
|
2014
Q4 | $7K | Hold |
127
| – | – | ﹤0.01% | 811 |
|
|
2014
Q3 | $7K | Buy |
+127
| New | +$7K | ﹤0.01% | 821 |
|