LifeWealth Investments’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$347K	Buy	4,374 +1,419	+48%	+$113K	0.11%	152
2025 Q1	$249K	Buy	+2,955	New	+$249K	0.1%	170