Graypoint LLC’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,626	Closed	-$226K	–	531
2024 Q3	$226K	Sell	2,626 -28	-1%	-$2.41K	0.01%	469
2024 Q2	$208K	Buy	2,654 +140	+6%	+$11K	0.01%	455
2024 Q1	$217K	Buy	+2,514	New	+$217K	0.02%	430