Marshall & Sterling Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.88K	Sell
2025 Q2	$7.47K	Sell
2025 Q1	$9.89K	Buy