BWM
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BKM Wealth Management’s Principal Financial Group PFG Stock Holding History

BKM Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$15.7K – 447
2023
Q4 		$15.7K Buy
+200
New +$15.7K 0.01% 410