Blue Bell Private 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
2022 Q4	–	Sell	-134	Closed	-$10K	–	731
2022 Q3	$10K	Hold	134	–	–	﹤0.01%	380
2022 Q2	$9K	Hold	134	–	–	﹤0.01%	400
2022 Q1	$10K	Hold	134	–	–	﹤0.01%	414
2021 Q4	$10K	Buy	+134	New	+$9.35K	﹤0.01%	404
2016 Q4	–	Sell	-743	Closed	-$39K	–	363
2016 Q3	$39K	Hold	743	–	–	0.02%	231
2016 Q2	$31K	Hold	743	–	–	0.02%	251
2016 Q1	$29K	Hold	743	–	–	0.02%	261
2015 Q4	$33K	Hold	743	–	–	0.02%	254
2015 Q3	$35K	Hold	743	–	–	0.02%	256
2015 Q2	$38K	Hold	743	–	–	0.02%	246
2015 Q1	$38K	Buy	743 +134	+22%	+$6.73K	0.02%	248
2014 Q4	$31K	Hold	609	–	–	0.02%	275
2014 Q3	$32K	Hold	609	–	–	0.02%	288
2014 Q2	$31K	Hold	609	–	–	0.02%	274
2014 Q1	$28K	Hold	609	–	–	0.02%	257
2013 Q4	$30K	Buy	+609	New	+$28.9K	0.02%	259