Lucia Wealth Services’s Principal Financial Group PFG Stock Holding History

Lucia Wealth Services’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$751K	Buy
2020 Q2	$750K	Sell
2020 Q1	$584K	Buy