Axxcess Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,435
| Closed | -$210K | – | 918 |
|
|
2024
Q1 | $210K | Buy |
+2,435
| New | +$210K | 0.01% | 799 |
|
|
2023
Q2 | – | Sell |
-2,823
| Closed | -$210K | – | 661 |
|
|
2023
Q1 | $210K | Buy |
2,823
+245
| +10% | +$18.2K | 0.02% | 575 |
|
|
2022
Q4 | $216K | Buy |
+2,578
| New | +$216K | 0.02% | 535 |
|