Financial Gravity Asset Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3	Closed	-$270	–	2145
2024 Q1	$270	Buy	+3	New	+$241	﹤0.01%	1558
2023 Q3	–	Sell	-76	Closed	-$1.95K	–	1623
2023 Q2	$1.95K	Buy	76 +2	+3%	+$144	0.01%	645
2023 Q1	$4	Sell	74 -10	-12%	-$848	﹤0.01%	941
2022 Q4	$8.59K	Sell	84 -1,140	-93%	-$97.8K	0.04%	295
2022 Q3	$5.22K	Sell	1,224 -49	-4%	-$3.52K	0.18%	106
2022 Q2	$5K	Buy	1,273 +1,200	+1,644%	+$84.4K	0.16%	131
2022 Q1	$18	Buy	+73	New	+$5.29K	﹤0.01%	723
2019 Q4	–	Sell	-12	Closed	-$657	–	594
2019 Q3	$1K	Sell	12 -16	-57%	-$901	﹤0.01%	1084
2019 Q2	$2K	Sell	28 -69	-71%	-$3.8K	﹤0.01%	929
2019 Q1	$5K	Buy	+97	New	+$4.81K	﹤0.01%	695
2018 Q3	$0	Buy	+7	New	+$390	﹤0.01%	1563