Yorktown Management & Research Company’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,500
| Closed | -$290K | – | 400 |
|
|
2017
Q3 | $290K | Hold |
4,500
| – | – | 0.08% | 268 |
|
|
2017
Q2 | $288K | Hold |
4,500
| – | – | 0.09% | 169 |
|
|
2017
Q1 | $284K | Hold |
4,500
| – | – | 0.07% | 186 |
|
|
2016
Q4 | $260K | Buy |
+4,500
| New | +$260K | 0.07% | 224 |
|
|
2015
Q1 | – | Sell |
-4,000
| Closed | -$208K | – | 512 |
|
|
2014
Q4 | $208K | Hold |
4,000
| – | – | 0.04% | 399 |
|
|
2014
Q3 | $210K | Hold |
4,000
| – | – | 0.04% | 400 |
|
|
2014
Q2 | $202K | Buy |
+4,000
| New | +$202K | 0.04% | 449 |
|