Cary Street Partners Investment Advisory’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-389	Closed	-$28K	–	1475
2023 Q3	$28K	Buy	389 +93	+31%	+$6.7K	﹤0.01%	1013
2023 Q2	$22.4K	Hold	296	–	–	﹤0.01%	1015
2023 Q1	$22K	Sell	296 -642	-68%	-$47.7K	﹤0.01%	948
2022 Q4	$78.7K	Buy	+938	New	+$78.7K	0.01%	639