LeJeune Puetz Investment Counsel’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
2023
Q1
$260K Sell
2022
Q4
$329K Hold
2022
Q3
$283K Hold
2022
Q2
$262K Hold
2022
Q1
$288K Hold
2021
Q4
$284K Hold
2021
Q3
$253K Hold
2021
Q2
$248K Sell
2021
Q1
$247K Hold
2020
Q4
$205K Buy