Wolverine Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,837
| Closed | -$321K | – | 1372 |
|
|
2019
Q4 | $321K | Buy |
+5,837
| New | +$321K | ﹤0.01% | 643 |
|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$441K | – | 1196 |
|
|
2018
Q4 | $441K | Sell |
10,000
-31,500
| -76% | -$1.39M | 0.01% | 701 |
|
|
2018
Q3 | $2.43M | Buy |
41,500
+1,500
| +4% | +$87.9K | 0.03% | 290 |
|
|
2018
Q2 | $2.12M | Buy |
40,000
+25,000
| +167% | +$1.32M | 0.03% | 296 |
|
|
2018
Q1 | $913K | Buy |
+15,000
| New | +$913K | 0.01% | 493 |
|
|
2017
Q4 | – | Sell |
-10,000
| Closed | -$643K | – | 1097 |
|
|
2017
Q3 | $643K | Buy |
+10,000
| New | +$643K | 0.01% | 437 |
|
|
2017
Q2 | – | Sell |
-10,000
| Closed | -$631K | – | 981 |
|
|
2017
Q1 | $631K | Buy |
+10,000
| New | +$631K | 0.01% | 376 |
|
|
2014
Q4 | – | Sell |
-1,800
| Closed | -$94K | – | 1360 |
|
|
2014
Q3 | $94K | Buy |
+1,800
| New | +$94K | ﹤0.01% | 914 |
|
|
2014
Q2 | – | Sell |
-900
| Closed | -$41K | – | 1267 |
|
|
2014
Q1 | $41K | Buy |
900
+800
| +800% | +$36.4K | ﹤0.01% | 905 |
|
|
2013
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1230 |
|