IHT Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
5,425
+178
| +3% | +$14.1K | 0.01% | 749 |
|
|
2025
Q1 | $443K | Buy |
5,247
+197
| +4% | +$16.6K | 0.01% | 717 |
|
|
2024
Q4 | $391K | Sell |
5,050
-2,461
| -33% | -$190K | 0.01% | 765 |
|
|
2024
Q3 | $643K | Buy |
+7,511
| New | +$643K | 0.02% | 643 |
|
|
2023
Q3 | – | Sell |
-2,886
| Closed | -$219K | – | 1012 |
|
|
2023
Q2 | $219K | Buy |
2,886
+167
| +6% | +$12.7K | 0.01% | 849 |
|
|
2023
Q1 | $202K | Sell |
2,719
-366
| -12% | -$27.2K | 0.01% | 857 |
|
|
2022
Q4 | $259K | Buy |
+3,085
| New | +$259K | 0.02% | 714 |
|
|
2018
Q2 | – | Sell |
-74
| Closed | -$4K | – | 1079 |
|
|
2018
Q1 | $4K | Buy |
74
+1
| +1% | +$54 | ﹤0.01% | 1392 |
|
|
2017
Q4 | $5K | Hold |
73
| – | – | ﹤0.01% | 1338 |
|
|
2017
Q3 | $5K | Buy |
73
+1
| +1% | +$68 | ﹤0.01% | 1098 |
|
|
2017
Q2 | $27 | Hold |
72
| – | – | 0.01% | 688 |
|
|
2017
Q1 | $4K | Buy |
72
+1
| +1% | +$56 | ﹤0.01% | 994 |
|
|
2016
Q4 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 953 |
|