Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-88	Closed	-$5K	–	203
2019 Q3	$5K	Sell	88 -34	-28%	-$1.91K	﹤0.01%	239
2019 Q2	$7K	Buy	122 +1	+0.8%	+$55	﹤0.01%	214
2019 Q1	$6K	Buy	121 +1	+0.8%	+$50	﹤0.01%	223
2018 Q4	$5K	Buy	120 +2	+2%	+$98	﹤0.01%	230
2018 Q3	$6K	Buy	118 +1	+0.9%	+$56	﹤0.01%	223
2018 Q2	$6K	Hold	117	–	–	﹤0.01%	221
2018 Q1	$7K	Hold	117	–	–	﹤0.01%	221
2017 Q4	$8K	Hold	117	–	–	﹤0.01%	222
2017 Q3	$8K	Hold	117	–	–	﹤0.01%	243
2017 Q2	$7K	Hold	117	–	–	﹤0.01%	248
2017 Q1	$7K	Sell	117 -261	-69%	-$15.9K	﹤0.01%	239
2016 Q4	$22K	Hold	378	–	–	0.02%	164
2016 Q3	$19K	Hold	378	–	–	0.02%	164
2016 Q2	$16K	Hold	378	–	–	0.01%	179
2016 Q1	$15K	Hold	378	–	–	0.01%	179
2015 Q4	$17K	Hold	378	–	–	0.02%	140
2015 Q3	$18K	Hold	378	–	–	0.02%	129
2015 Q2	$19K	Buy	+378	New	+$19.6K	0.02%	147