Heritage Wealth Management (Arizona)’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-225	Closed	-$14K	–	919
2021 Q2	$14K	Hold	225	–	–	0.01%	612
2021 Q1	$13K	Buy	+225	New	+$13K	0.01%	550