DPW
DiNuzzo Private Wealth’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78K | Sell |
35
-1
| -3% | -$79 | ﹤0.01% | 512 |
|
|
2025
Q1 | $3.04K | Buy |
36
+1
| +3% | +$84 | ﹤0.01% | 464 |
|
|
2024
Q4 | $2.71K | Hold |
35
| – | – | ﹤0.01% | 497 |
|
|
2024
Q3 | $3.01K | Hold |
35
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $2.75K | Buy |
35
+5
| +17% | +$392 | ﹤0.01% | 416 |
|
|
2024
Q1 | $2.59K | Hold |
30
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $2.36K | Buy |
+30
| New | +$2.36K | ﹤0.01% | 382 |
|