Zullo Investment Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-235
| Closed | -$19.7K | – | 537 |
|
|
2022
Q4 | $19.7K | Hold |
235
| – | – | 0.01% | 398 |
|
|
2022
Q3 | $17K | Hold |
235
| – | – | 0.01% | 415 |
|
|
2022
Q2 | $16K | Hold |
235
| – | – | 0.01% | 433 |
|
|
2022
Q1 | $17K | Hold |
235
| – | – | 0.01% | 454 |
|
|
2021
Q4 | $17K | Buy |
+235
| New | +$17K | 0.01% | 448 |
|