Impact Partnership Wealth’s Principal Financial Group PFG Stock Holding History

Impact Partnership Wealth’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$392K	Sell
2025 Q2	$402K	Buy
2025 Q1	–	Sell
2024 Q4	$603K	Buy
2024 Q3	$663K	Buy
2024 Q2	$482K	Buy
2024 Q1	–	Sell
2023 Q4	$517K	Buy
2023 Q3	–	Sell
2023 Q2	$1.9K	Buy