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

Lucia Wealth Services’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$751K Buy
18,647
+589
+3% +$23.7K 0.18% 93
2020
Q2 		$750K Sell
18,058
-563
-3% -$23.4K 0.2% 81
2020
Q1 		$584K Buy
+18,621
New +$584K 0.19% 94