First Business Financial 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
2019 Q4	–	Sell	-10,522	Closed	-$601K	–	134
2019 Q3	$601K	Hold	10,522	–	–	0.1%	63
2019 Q2	$609K	Sell	10,522 -90	-0.8%	-$4.96K	0.11%	59
2019 Q1	$533K	Sell	10,612 -224	-2%	-$11.1K	0.1%	65
2018 Q4	$479K	Sell	10,836 -409	-4%	-$20.1K	0.08%	90
2018 Q3	$659K	Hold	11,245	–	–	0.1%	72
2018 Q2	$595K	Sell	11,245 -157	-1%	-$9.12K	0.11%	62
2018 Q1	$694K	Buy	11,402 +627	+6%	+$41.3K	0.13%	53
2017 Q4	$760K	Buy	10,775 +1,525	+16%	+$105K	0.14%	40
2017 Q3	$595K	Buy	9,250 +1,025	+12%	+$65.9K	0.12%	39
2017 Q2	$527K	Hold	8,225	–	–	0.11%	37
2017 Q1	$519K	Sell	8,225 -337	-4%	-$20.6K	0.11%	42
2016 Q4	$495K	Sell	8,562 -267	-3%	-$15K	0.11%	33
2016 Q3	$455K	Hold	8,829	–	–	0.11%	42
2016 Q2	$363K	Buy	+8,829	New	+$373K	0.09%	58