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 Q4	–	Sell	-20	Closed	-$1.66K	–	582
2025 Q3	$1.66K	Hold	20	–	–	﹤0.01%	405
2025 Q2	$1.59K	Hold	20	–	–	﹤0.01%	317
2025 Q1	$1.69K	Hold	20	–	–	﹤0.01%	392
2024 Q4	$1.55K	Hold	20	–	–	﹤0.01%	339
2024 Q3	$1.72K	Hold	20	–	–	﹤0.01%	302
2024 Q2	$1.57K	Hold	20	–	–	﹤0.01%	274
2024 Q1	$1.73K	Hold	20	–	–	﹤0.01%	290
2023 Q4	$1.57K	Hold	20	–	–	﹤0.01%	263
2023 Q3	$1.44K	Hold	20	–	–	﹤0.01%	276
2023 Q2	$1.52K	Hold	20	–	–	﹤0.01%	264
2023 Q1	$1.49K	Hold	20	–	–	﹤0.01%	283
2022 Q4	$1.68K	Buy	+20	New	+$1.72K	﹤0.01%	278