Wolf Group Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25,434
| Closed | -$1.55M | – | 102 |
|
|
2018
Q1 | $1.55M | Buy |
25,434
+3,484
| +16% | +$212K | 1.03% | 43 |
|
|
2017
Q4 | $1.55M | Buy |
21,950
+673
| +3% | +$47.5K | 0.96% | 44 |
|
|
2017
Q3 | $1.43M | Sell |
21,277
-5,095
| -19% | -$343K | 0.99% | 44 |
|
|
2017
Q2 | $1.69M | Sell |
26,372
-4,915
| -16% | -$315K | 1.3% | 34 |
|
|
2017
Q1 | $1.98M | Buy |
31,287
+1,317
| +4% | +$83.1K | 1.3% | 32 |
|
|
2016
Q4 | $1.73M | Buy |
29,970
+8,783
| +41% | +$508K | 1.17% | 35 |
|
|
2016
Q3 | $1.09M | Buy |
21,187
+13,605
| +179% | +$701K | 0.76% | 52 |
|
|
2016
Q2 | $312K | Buy |
+7,582
| New | +$312K | 0.23% | 81 |
|