Dynamic Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Dynamic Wealth Strategies’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$41.9K	Hold
2025 Q1	$44.5K	Buy
2024 Q4	–	Sell
2024 Q3	$45K	Hold
2024 Q2	$41K	Hold
2024 Q1	$46K	Hold
2023 Q4	$41.5K	Buy