Confluence Wealth Services’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-145	Closed	-$10K	–	894
2021 Q4	$10K	Buy	+145	New	+$10K	﹤0.01%	923