Global Wealth Strategies & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66K | Hold |
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|
2025
Q2 | $1.59K | Hold |
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|
2025
Q1 | $1.69K | Hold |
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|
2024
Q4 | $1.55K | Hold |
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|
2024
Q3 | $1.72K | Hold |
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|
2024
Q2 | $1.57K | Hold |
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|
2024
Q1 | $1.73K | Hold |
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|
2023
Q4 | $1.57K | Hold |
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|
2023
Q3 | $1.44K | Hold |
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|
2023
Q2 | $1.52K | Hold |
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|
2023
Q1 | $1.49K | Hold |
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|
2022
Q4 | $1.68K | Buy |
|