Girard Partners’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 Q1	–	Sell	-6,159	Closed	-$338K	–	225
2019 Q4	$338K	Sell	6,159 -3,145	-34%	-$172K	0.06%	185
2019 Q3	$531K	Sell	9,304 -4,224	-31%	-$238K	0.1%	137
2019 Q2	$783K	Sell	13,528 -4,257	-24%	-$235K	0.14%	129
2019 Q1	$892K	Sell	17,785 -9,064	-34%	-$449K	0.17%	120
2018 Q4	$1.19M	Sell	26,849 -12,761	-32%	-$628K	0.25%	95
2018 Q3	$2.32M	Buy	39,610 +5,908	+18%	+$329K	0.41%	71
2018 Q2	$1.78M	Buy	33,702 +13,100	+64%	+$761K	0.34%	85
2018 Q1	$1.25M	Buy	20,602 +10,570	+105%	+$695K	0.29%	88
2017 Q4	$708K	Buy	10,032 +1,567	+19%	+$108K	0.14%	147
2017 Q3	$545K	Sell	8,465 -190	-2%	-$12.2K	0.11%	149
2017 Q2	$555K	Buy	8,655 +1,601	+23%	+$102K	0.12%	150
2017 Q1	$445K	Buy	7,054 +1,906	+37%	+$116K	0.11%	158
2016 Q4	$298K	Buy	+5,148	New	+$288K	0.09%	174