Calton & Associates’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,229	Closed	-$248K	–	281
2018 Q3	$248K	Sell	4,229 -86	-2%	-$5.04K	0.07%	233
2018 Q2	$243K	Sell	4,315 -501	-10%	-$28.2K	0.07%	233
2018 Q1	$293K	Sell	4,816 -4	-0.1%	-$243	0.08%	235
2017 Q4	$354K	Buy	+4,820	New	+$354K	0.09%	212