Foundations Investment Advisors’s Principal Financial Group PFG Stock Holding History

Foundations Investment Advisors’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$278K	Buy
2022 Q3	–	Sell
2022 Q2	$209K	Hold
2022 Q1	$233K	Hold
2021 Q4	$241K	Buy