Fortis Capital Advisors’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-60	Closed	-$4.46K	–	467
2023 Q1	$4.46K	Buy	60 +30	+100%	+$2.23K	﹤0.01%	508
2022 Q4	$2.52K	Buy	+30	New	+$2.52K	﹤0.01%	562