Latitude Advisors’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,873	Closed	-$218K	–	178
2023 Q2	$218K	Buy	+2,873	New	+$218K	0.15%	147
2022 Q2	–	Sell	-4,766	Closed	-$350K	–	270
2022 Q1	$350K	Buy	+4,766	New	+$350K	0.08%	232