Baker Avenue Asset 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 Q4	–	Sell	-147	Closed	-$10.6K	–	1158
2023 Q3	$10.6K	Buy	147 +29	+25%	+$2.09K	﹤0.01%	752
2023 Q2	$8.95K	Sell	118 -13	-10%	-$986	﹤0.01%	750
2023 Q1	$9.74K	Hold	131	–	–	﹤0.01%	766
2022 Q4	$11K	Buy	+131	New	+$11K	﹤0.01%	691