ACG Wealth’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2
Closed 792
2022
Q2
$0 Buy
+2
New ﹤0.01% 1034
2021
Q4
Sell
-3,122
Closed -$201K 329
2021
Q3
$201K Buy
+3,122
New +$201K 0.03% 292