CWC
Carolinas Wealth Consulting’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29
| Closed | -$2.45K | – | 682 |
|
|
2025
Q1 | $2.45K | Hold |
29
| – | – | ﹤0.01% | 757 |
|
|
2024
Q4 | $2.25K | Hold |
29
| – | – | ﹤0.01% | 806 |
|
|
2024
Q3 | $2.49K | Sell |
29
-5
| -15% | -$430 | ﹤0.01% | 776 |
|
|
2024
Q2 | $2.67K | Buy |
34
+5
| +17% | +$392 | ﹤0.01% | 745 |
|
|
2024
Q1 | $2.5K | Hold |
29
| – | – | ﹤0.01% | 759 |
|
|
2023
Q4 | $2.28K | Hold |
29
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $1.96K | Hold |
29
| – | – | ﹤0.01% | 748 |
|
|
2023
Q2 | $2.2K | Hold |
29
| – | – | ﹤0.01% | 799 |
|
|
2023
Q1 | $2.16K | Hold |
29
| – | – | ﹤0.01% | 798 |
|
|
2022
Q4 | $2.43K | Hold |
29
| – | – | ﹤0.01% | 787 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 772 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 774 |
|
|
2022
Q1 | $2K | Buy |
29
+13
| +81% | +$897 | ﹤0.01% | 808 |
|
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 925 |
|
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 899 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 906 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 902 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 829 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 868 |
|
|
2020
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 604 |
|