EWM
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Evermay Wealth Management’s Principal Financial Group PFG Stock Holding History

Evermay Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$315 – 703
2023
Q4 		$315 Buy
+4
New +$315 ﹤0.01% 653