AWM
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AllSquare Wealth Management’s Principal Financial Group PFG Stock Holding History

AllSquare Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-145
Closed -$5K – 485
2020
Q1 		$5K Buy
+145
New +$5K ﹤0.01% 364