CFAM

Center For Asset Management’s Principal Financial Group PFG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,190	Closed	-$302K	–	108
2023 Q3	$302K	Sell	4,190 -24	-0.6%	-$1.73K	0.3%	84
2023 Q2	$320K	Buy	+4,214	New	+$320K	0.3%	76