Alera Investment Advisors’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-146	Closed	-$7K	–	744
2019 Q1	$7K	Buy	146 +25	+21%	+$1.2K	﹤0.01%	558
2018 Q4	$5K	Buy	+121	New	+$5K	﹤0.01%	607