Advantage Trust 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
2024
Q3
Sell
-293
Closed -$23K 166
2024
Q2
$23K Hold
293
0.02% 135
2024
Q1
$25.3K Hold
293
0.02% 131
2023
Q4
$23.1K Buy
+293
New +$23.1K 0.02% 139