Baystate Wealth 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
2023 Q4	$138	Sell	1 -29	-97%	-$2.1K	﹤0.01%	1281
2023 Q3	$2.18K	Buy	+30	New	+$2.33K	﹤0.01%	788
2021 Q4	–	Sell	-11	Closed	-$1K	–	943
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	791
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	761
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	690
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	642
2020 Q3	$0	Hold	11	–	–	﹤0.01%	718
2020 Q2	$0	Hold	11	–	–	﹤0.01%	718
2020 Q1	$0	Hold	11	–	–	﹤0.01%	659
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	589
2019 Q3	$1K	Buy	11 +1	+10%	+$56	﹤0.01%	544
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	592
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	607
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	612
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	625
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	636
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	604
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	598
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	580
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	609
2017 Q1	$1K	Buy	+10	New	+$610	﹤0.01%	575