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