HWA
HHM Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Hold |
169
| – | – | ﹤0.01% | 568 |
|
|
2025
Q1 | $14.3K | Buy |
+169
| New | +$14.3K | ﹤0.01% | 550 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$27K | – | 765 |
|
|
2022
Q2 | $27K | Hold |
400
| – | – | 0.01% | 376 |
|
|
2022
Q1 | $29K | Hold |
400
| – | – | 0.01% | 385 |
|
|
2021
Q4 | $29K | Hold |
400
| – | – | 0.01% | 378 |
|
|
2021
Q3 | $26K | Hold |
400
| – | – | 0.01% | 381 |
|
|
2021
Q2 | $25K | Hold |
400
| – | – | 0.01% | 374 |
|
|
2021
Q1 | $24K | Hold |
400
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $20K | Hold |
400
| – | – | 0.01% | 354 |
|
|
2020
Q3 | $16K | Hold |
400
| – | – | 0.01% | 342 |
|
|
2020
Q2 | $17K | Hold |
400
| – | – | 0.01% | 322 |
|
|
2020
Q1 | $13K | Buy |
+400
| New | +$13K | 0.01% | 339 |
|