First Allied Advisory Services’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
2020 Q3	$1.96M	Buy	+48,650	New	+$2.07M	0.07%	299
2020 Q1	–	Sell	-6,319	Closed	-$353K	–	1186
2019 Q4	$353K	Buy	6,319 +342	+6%	+$18.7K	0.01%	855
2019 Q3	$347K	Sell	5,977 -773	-11%	-$43.5K	0.01%	824
2019 Q2	$391K	Buy	6,750 +2,047	+44%	+$113K	0.01%	779
2019 Q1	$241K	Buy	+4,703	New	+$233K	0.01%	976
2018 Q4	–	Sell	-92,466	Closed	-$5.49M	–	1153
2018 Q3	$5.49M	Sell	92,466 -35	-0%	-$1.95K	0.19%	140
2018 Q2	$4.92M	Buy	92,501 +87,357	+1,698%	+$5.08M	0.19%	139
2018 Q1	$317K	Sell	5,144 -1,767	-26%	-$116K	0.01%	844
2017 Q4	$488K	Sell	6,911 -266	-4%	-$18.3K	0.02%	663
2017 Q3	$463K	Buy	7,177 +292	+4%	+$18.8K	0.02%	646
2017 Q2	$445K	Sell	6,885 -1,246	-15%	-$79K	0.02%	660
2017 Q1	$514K	Buy	8,131 +1,715	+27%	+$105K	0.03%	580
2016 Q4	$371K	Buy	+6,416	New	+$360K	0.02%	700
2016 Q1	–	Sell	-6,560	Closed	-$296K	–	1091
2015 Q4	$296K	Buy	6,560 +594	+10%	+$29K	0.02%	780
2015 Q3	$282K	Buy	5,966 +1,121	+23%	+$58.1K	0.02%	768
2015 Q2	$246K	Buy	+4,845	New	+$251K	0.01%	912