Cyndeo Wealth Partners’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
Q2
Sell
-4,314
Closed -$321K 344
2023
Q1
$321K Sell
4,314
-46,709
-92% -$3.47M 0.03% 256
2022
Q4
$4.28M Buy
+51,023
New +$4.28M 0.5% 65