Winslow Evans & Crocker’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $22K | Hold |
437
| – | – | ﹤0.01% | 770 |
|
|
2020
Q3 | $18K | Hold |
437
| – | – | ﹤0.01% | 643 |
|
|
2020
Q2 | $18K | Sell |
437
-1
| -0.2% | -$41 | ﹤0.01% | 633 |
|
|
2020
Q1 | $14K | Hold |
438
| – | – | ﹤0.01% | 641 |
|
|
2019
Q4 | $26K | Hold |
438
| – | – | 0.01% | 624 |
|
|
2019
Q3 | $26K | Hold |
438
| – | – | 0.01% | 615 |
|
|
2019
Q2 | $26K | Hold |
438
| – | – | 0.01% | 628 |
|
|
2019
Q1 | $22K | Hold |
438
| – | – | 0.01% | 646 |
|
|
2018
Q4 | $20K | Hold |
438
| – | – | 0.01% | 629 |
|
|
2018
Q3 | $26K | Hold |
438
| – | – | 0.01% | 617 |
|
|
2018
Q2 | $24K | Hold |
438
| – | – | 0.01% | 645 |
|
|
2018
Q1 | $26.6K | Hold |
438
| – | – | 0.01% | 597 |
|
|
2017
Q4 | $30.8K | Hold |
438
| – | – | 0.01% | 584 |
|
|
2017
Q3 | $28.1K | Buy |
438
+1
| +0.2% | +$64 | 0.01% | 588 |
|
|
2017
Q2 | $28K | Sell |
437
-1
| -0.2% | -$64 | 0.01% | 685 |
|
|
2017
Q1 | $27.6K | Hold |
438
| – | – | 0.01% | 666 |
|
|
2016
Q4 | $25.3K | Hold |
438
| – | – | 0.01% | 679 |
|
|
2016
Q3 | $22.5K | Hold |
438
| – | – | 0.01% | 706 |
|
|
2016
Q2 | $18K | Buy |
438
+1
| +0.2% | +$41 | 0.01% | 720 |
|
|
2016
Q1 | $17.2K | Sell |
437
-1
| -0.2% | -$39 | 0.01% | 739 |
|
|
2015
Q4 | $19.7K | Hold |
438
| – | – | 0.01% | 751 |
|
|
2015
Q3 | $20.7K | Hold |
438
| – | – | 0.01% | 711 |
|
|
2015
Q2 | $22.4K | Hold |
438
| – | – | 0.01% | 735 |
|
|
2015
Q1 | $22.5K | Hold |
438
| – | – | 0.01% | 708 |
|
|
2014
Q4 | $22.7K | Hold |
438
| – | – | 0.01% | 698 |
|
|
2014
Q3 | $22.9K | Buy |
438
+1
| +0.2% | +$52 | 0.01% | 709 |
|
|
2014
Q2 | $22.1K | Hold |
437
| – | – | 0.01% | 652 |
|
|
2014
Q1 | $20.1K | Sell |
437
-17
| -4% | -$782 | 0.01% | 673 |
|
|
2013
Q4 | $23K | Buy |
+454
| New | +$23K | 0.01% | 659 |
|