HWP
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Hefty Wealth Partners’s Principal Financial Group PFG Stock Holding History

Hefty Wealth Partners’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-18,865
Closed -$744K – 228
2016
Q1 		$744K Buy
18,865
+3,188
+20% +$126K 0.7% 58
2015
Q4 		$705K Buy
+15,677
New +$705K 0.67% 51