KMG Fiduciary Partners’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,179	Closed	-$398K	–	208
2021 Q3	$398K	Buy	6,179 +1,378	+29%	+$88.8K	0.07%	149
2021 Q2	$303K	Buy	4,801 +859	+22%	+$54.2K	0.05%	162
2021 Q1	$236K	Buy	+3,942	New	+$236K	0.05%	159