Affinity Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,780
| Closed | -$272K | – | 112 |
|
|
2023
Q3 | $272K | Hold |
3,780
| – | – | 0.06% | 81 |
|
|
2023
Q2 | $287K | Buy |
3,780
+521
| +16% | +$39.5K | 0.07% | 80 |
|
|
2023
Q1 | $242K | Buy |
3,259
+186
| +6% | +$13.8K | 0.06% | 99 |
|
|
2022
Q4 | $258K | Buy |
+3,073
| New | +$258K | 0.06% | 84 |
|