Number of Shares
1,918.00
Current Holdings Value*
$161,820.00
% of Portfolio
2.01%
Total Estimate Gain
$-96,621.86
% of Total Estimate Gain
-8.47%

Donoghue Forlines Dividend VIT Fund's Principal Financial Group Inc Holding Summary

As of 2025-03-31, Donoghue Forlines Dividend VIT Fund held 1,918.00 shares of Principal Financial Group Inc(PFG), totaling $161,820.00. This investment constitutes 2.01% of their stock portfolio, and Donoghue Forlines Dividend VIT Fund now holds 0% of the outstanding Principal Financial Group Inc(PFG) stock.

The initial trade took place in 2019Q3. And since then Donoghue Forlines Dividend VIT Fund has made 5 purchases of PFG, at an average price of $58.28, for a total of 19,581.00 shares. In addition, there have been 6 sales at an average price of $50.36 for 17,663.00 shares. Based on historical transaction data and PFG's current price of $80.88, Donoghue Forlines Dividend VIT Fund's estimated gain on his PFG holdings is $-96,621.86, reflecting a -8.47% gain to date.

Donoghue Forlines Dividend VIT Fund PFG ($80.88) Holding Chart

Donoghue Forlines Dividend VIT Fund PFG ($80.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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