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Lane & Associates’s Principal Financial Group PFG Stock Holding History

Lane & Associates’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,950
Closed -$248K – 105
2022
Q4 		$248K Buy
+2,950
New +$248K 0.23% 76