Caitlin John’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3
Closed -$266 912
2024
Q1
$266 Sell
3
-1
-25% -$89 ﹤0.01% 817
2023
Q4
$319 Buy
+4
New +$319 ﹤0.01% 826