Winslow Evans & Crocker’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $18K | Sell |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $26K | Hold |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $20K | Hold |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $26.6K | Hold |
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|
2017
Q4 | $30.8K | Hold |
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|
2017
Q3 | $28.1K | Buy |
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|
2017
Q2 | $28K | Sell |
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|
2017
Q1 | $27.6K | Hold |
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|
2016
Q4 | $25.3K | Hold |
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|
2016
Q3 | $22.5K | Hold |
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|
2016
Q2 | $18K | Buy |
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|
2016
Q1 | $17.2K | Sell |
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|
2015
Q4 | $19.7K | Hold |
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|
2015
Q3 | $20.7K | Hold |
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|
2015
Q2 | $22.4K | Hold |
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|
2015
Q1 | $22.4K | Hold |
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|
2014
Q4 | $22.7K | Hold |
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|
2014
Q3 | $22.9K | Buy |
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|
2014
Q2 | $22.1K | Hold |
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|
2014
Q1 | $20.1K | Sell |
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|
2013
Q4 | $23K | Buy |
|