Guardian Wealth Management’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 |
-23
| Closed | -$1.98K | – | 239 |
|
|
2024
Q3 | $1.98K | Hold |
23
| – | – | ﹤0.01% | 220 |
|
|
2024
Q2 | $1.79K | Hold |
23
| – | – | ﹤0.01% | 219 |
|
|
2024
Q1 | $1.95K | Sell |
23
-18
| -44% | -$1.53K | ﹤0.01% | 211 |
|
|
2023
Q4 | $3.26K | Hold |
41
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $2.93K | Buy |
41
+1
| +3% | +$72 | ﹤0.01% | 192 |
|
|
2023
Q2 | $3.06K | Hold |
40
| – | – | ﹤0.01% | 198 |
|
|
2023
Q1 | $2.97K | Buy |
+40
| New | +$2.97K | ﹤0.01% | 203 |
|