Ameliora Wealth Management’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,199
Closed -$101K 251
2022
Q4
$101K Hold
1,199
0.05% 102
2022
Q3
$91K Buy
+1,199
New +$91K 0.05% 102