GWMIA
Global Wealth Management Investment Advisory’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-162
| Closed | -$11K | – | 376 |
|
|
2022
Q2 | $11K | Buy |
+162
| New | +$11K | ﹤0.01% | 279 |
|
|
2019
Q4 | – | Sell |
-36
| Closed | -$2K | – | 700 |
|
|
2019
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 533 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 584 |
|
|
2019
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 567 |
|
|
2018
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 599 |
|