JPL Wealth Management’s Principal Financial Group PFG Stock Holding History

JPL Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$451	Buy
2025 Q4	–	Sell
2025 Q3	$415	Buy