WR Wealth Planners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33.8K | Buy |
436
+4
| +0.9% | +$310 | 0.01% | 371 |
|
|
2024
Q3 | $37.1K | Sell |
432
-211
| -33% | -$18.1K | 0.01% | 381 |
|
|
2024
Q2 | $50.4K | Buy |
643
+17
| +3% | +$1.33K | 0.02% | 333 |
|
|
2024
Q1 | $54K | Buy |
+626
| New | +$54K | 0.02% | 322 |
|
|
2023
Q4 | – | Sell |
-414
| Closed | -$29.8K | – | 661 |
|
|
2023
Q3 | $29.8K | Hold |
414
| – | – | 0.01% | 379 |
|
|
2023
Q2 | $31.4K | Buy |
414
+3
| +0.7% | +$228 | 0.01% | 379 |
|
|
2023
Q1 | $30.5K | Buy |
411
+4
| +1% | +$297 | 0.01% | 382 |
|
|
2022
Q4 | $34.2K | Buy |
407
+3
| +0.7% | +$252 | 0.02% | 192 |
|
|
2022
Q3 | $29.2K | Buy |
404
+3
| +0.7% | +$216 | 0.02% | 192 |
|
|
2022
Q2 | $26.8K | Buy |
401
+4
| +1% | +$267 | 0.02% | 208 |
|
|
2022
Q1 | $29.1K | Buy |
+397
| New | +$29.1K | 0.02% | 201 |
|