American Asset Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,457	Closed	-$410K	–	77
2019 Q4	$410K	Sell	7,457 -300	-4%	-$16.4K	0.26%	61
2019 Q3	$443K	Sell	7,757 -440	-5%	-$24.8K	0.31%	55
2019 Q2	$475K	Sell	8,197 -1,100	-12%	-$60.6K	0.33%	49
2019 Q1	$467K	Sell	9,297 -100	-1%	-$4.96K	0.35%	50
2018 Q4	$415K	Sell	9,397 -500	-5%	-$24.6K	0.3%	46
2018 Q3	$580K	Hold	9,897	–	–	0.51%	34
2018 Q2	$524K	Buy	9,897 +100	+1%	+$5.81K	0.34%	35
2018 Q1	$597K	Sell	9,797 -400	-4%	-$26.3K	0.52%	28
2017 Q4	$720K	Hold	10,197	–	–	0.44%	20
2017 Q3	$656K	Sell	10,197 -200	-2%	-$12.9K	0.4%	22
2017 Q2	$666K	Buy	10,397 +4	+0%	+$254	0.37%	23
2017 Q1	$656K	Buy	10,393 +3	+0%	+$183	0.41%	21
2016 Q4	$601K	Sell	10,390 -250	-2%	-$14K	0.67%	21
2016 Q3	$548K	Buy	+10,640	New	+$498K	0.31%	16