Heritage Trust’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-38	Closed	-$2K	–	355
2018 Q4	$2K	Buy	+38	New	+$2K	﹤0.01%	405