Iron Horse Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $176K | Buy |
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