McGlone Suttner Wealth Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,439	Closed	-$113K	–	620
2023 Q4	$113K	Buy	+1,439	New	+$113K	0.02%	200