DWS
Dynamic Wealth Strategies’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9K | Hold |
528
| – | – | 0.03% | 130 |
|
|
2025
Q1 | $44.5K | Buy |
+528
| New | +$44.5K | 0.04% | 126 |
|
|
2024
Q4 | – | Sell |
-528
| Closed | -$45K | – | 185 |
|
|
2024
Q3 | $45K | Hold |
528
| – | – | 0.04% | 130 |
|
|
2024
Q2 | $41K | Hold |
528
| – | – | 0.04% | 130 |
|
|
2024
Q1 | $46K | Hold |
528
| – | – | 0.04% | 130 |
|
|
2023
Q4 | $41.5K | Buy |
+528
| New | +$41.5K | 0.04% | 128 |
|