Glassman Wealth 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
2024 Q1	–	Sell	-493	Closed	-$38.8K	–	1361
2023 Q4	$38.8K	Hold	493	–	–	0.01%	514
2023 Q3	$35.5K	Sell	493 -5	-1%	-$388	0.01%	504
2023 Q2	$37.8K	Buy	498 +16	+3%	+$1.15K	0.01%	474
2023 Q1	$35.8K	Buy	482 +17	+4%	+$1.44K	0.01%	488
2022 Q4	$39K	Sell	465 -7	-1%	-$600	0.01%	479
2022 Q3	$34K	Sell	472 -41	-8%	-$2.94K	0.01%	474
2022 Q2	$34K	Sell	513 -7	-1%	-$492	0.01%	480
2022 Q1	$38K	Sell	520 -18	-3%	-$1.3K	0.01%	472
2021 Q4	$39K	Buy	538 +100	+23%	+$6.98K	0.01%	434
2021 Q3	$28K	Buy	438 +22	+5%	+$1.41K	0.01%	496
2021 Q2	$26K	Buy	416 +9	+2%	+$575	0.01%	503
2021 Q1	$24K	Buy	407 +11	+3%	+$613	0.01%	482
2020 Q4	$20K	Buy	396 +348	+725%	+$15.9K	﹤0.01%	530
2020 Q3	$2K	Hold	48	–	–	﹤0.01%	1027
2020 Q2	$2K	Sell	48 -32	-40%	-$1.17K	﹤0.01%	884
2020 Q1	$3K	Buy	80 +10	+14%	+$473	﹤0.01%	631
2019 Q4	$4K	Sell	70 -7	-9%	-$383	﹤0.01%	626
2019 Q3	$4K	Sell	77 -3	-4%	-$169	﹤0.01%	582
2019 Q2	$5K	Buy	80 +10	+14%	+$551	﹤0.01%	561
2019 Q1	$4K	Buy	70 +59	+536%	+$2.92K	﹤0.01%	590
2018 Q4	$0	Buy	11 +1	+10%	+$49	﹤0.01%	933
2018 Q3	$1K	Buy	+10	New	+$557	﹤0.01%	721