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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-3,149
Closed -$209K 430
2022
Q2
$209K Hold
3,149
0.01% 362
2022
Q1
$233K Hold
3,149
0.01% 318
2021
Q4
$241K Buy
+3,149
New +$241K 0.01% 307