CAM
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Cidel Asset Management’s Principal Financial Group PFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,636
Closed -$222K 365
2025
Q1
$222K Hold
2,636
0.01% 302
2024
Q4
$204K Buy
2,636
+156
+6% +$12.1K 0.01% 327
2024
Q3
$213K Buy
+2,480
New +$213K 0.02% 322