Global Assets Advisory’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
Q1
Sell
-2,945
Closed -$247K 152
2022
Q4
$247K Buy
2,945
+120
+4% +$10.1K 0.26% 106
2022
Q3
$249K Buy
+2,825
New +$249K 0.25% 101