World Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $531K | Sell |
8,247
-572
| -6% | -$36.7K | 0.05% | 367 |
|
|
2021
Q2 | $557K | Sell |
8,819
-575
| -6% | -$36.8K | 0.05% | 386 |
|
|
2021
Q1 | $600K | Sell |
9,394
-627
| -6% | -$34.9K | 0.05% | 364 |
|
|
2020
Q4 | $497K | Sell |
10,021
-725
| -7% | -$33.2K | 0.05% | 401 |
|
|
2020
Q3 | $433K | Sell |
10,746
-6
| -0.1% | -$256 | 0.05% | 399 |
|
|
2020
Q2 | $447K | Sell |
10,752
-3,081
| -22% | -$112K | 0.05% | 369 |
|
|
2020
Q1 | $434K | Sell |
13,833
-4,894
| -26% | -$232K | 0.04% | 438 |
|
|
2019
Q4 | $1.03M | Buy |
18,727
+262
| +1% | +$14.3K | 0.05% | 374 |
|
|
2019
Q3 | $1.05M | Buy |
18,465
+443
| +2% | +$24.9K | 0.05% | 367 |
|
|
2019
Q2 | $1.04M | Buy |
18,022
+462
| +3% | +$25.5K | 0.05% | 376 |
|
|
2019
Q1 | $881K | Buy |
17,560
+1,718
| +11% | +$85.1K | 0.04% | 428 |
|
|
2018
Q4 | $700K | Sell |
15,842
-546
| -3% | -$26.9K | 0.04% | 441 |
|
|
2018
Q3 | $960K | Sell |
16,388
-27
| -0.2% | -$1.5K | 0.05% | 446 |
|
|
2018
Q2 | $869K | Buy |
16,415
+244
| +2% | +$14.2K | 0.04% | 500 |
|
|
2018
Q1 | $985K | Sell |
16,171
-6,014
| -27% | -$396K | 0.05% | 470 |
|
|
2017
Q4 | $1.56M | Sell |
22,185
-1,778
| -7% | -$122K | 0.05% | 412 |
|
|
2017
Q3 | $1.54M | Sell |
23,963
-212
| -0.9% | -$13.6K | 0.05% | 430 |
|
|
2017
Q2 | $1.55M | Sell |
24,175
-3,519
| -13% | -$223K | 0.05% | 428 |
|
|
2017
Q1 | $1.75M | Buy |
27,694
+2,555
| +10% | +$156K | 0.06% | 408 |
|
|
2016
Q4 | $1.46M | Sell |
25,139
-1,920
| -7% | -$108K | 0.05% | 425 |
|
|
2016
Q3 | $1.39M | Buy |
27,059
+373
| +1% | +$17.4K | 0.05% | 462 |
|
|
2016
Q2 | $1.1M | Buy |
26,686
+174
| +0.7% | +$7.34K | 0.04% | 529 |
|
|
2016
Q1 | $1.05M | Sell |
26,512
-2,732
| -9% | -$105K | 0.04% | 524 |
|
|
2015
Q4 | $1.31M | Buy |
29,244
+801
| +3% | +$39.1K | 0.05% | 452 |
|
|
2015
Q3 | $1.35M | Buy |
28,443
+386
| +1% | +$20K | 0.06% | 417 |
|
|
2015
Q2 | $1.44M | Sell |
28,057
-3,148
| -10% | -$163K | 0.06% | 419 |
|
|
2015
Q1 | $1.6M | Sell |
31,205
-90
| -0.3% | -$4.52K | 0.06% | 414 |
|
|
2014
Q4 | $1.63M | Sell |
31,295
-7,167
| -19% | -$372K | 0.06% | 412 |
|
|
2014
Q3 | $2.02M | Buy |
38,462
+1,882
| +5% | +$98.5K | 0.06% | 372 |
|
|
2014
Q2 | $1.85M | Sell |
36,580
-1,059
| -3% | -$49.9K | 0.06% | 417 |
|
|
2014
Q1 | $1.73M | Sell |
37,639
-5,007
| -12% | -$229K | 0.05% | 435 |
|
|
2013
Q4 | $2.1M | Sell |
42,646
-7,120
| -14% | -$338K | 0.06% | 413 |
|
|
2013
Q3 | $2.13M | Sell |
49,766
-6,241
| -11% | -$260K | 0.05% | 443 |
|
|
2013
Q2 | $2.1M | Buy |
+56,007
| New | +$2.05M | 0.05% | 467 |
|
Other funds holding PFG
NLI
CS
