MWA
Midland Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
15,674
+100
| +0.6% | +$7.94K | 0.07% | 64 |
|
|
2025
Q1 | $1.31M | Buy |
+15,574
| New | +$1.31M | 0.08% | 66 |
|
|
2024
Q3 | – | Sell |
-15,574
| Closed | -$1.22M | – | 219 |
|
|
2024
Q2 | $1.22M | Hold |
15,574
| – | – | 0.07% | 76 |
|
|
2024
Q1 | $1.34M | Sell |
15,574
-358
| -2% | -$30.9K | 0.08% | 69 |
|
|
2023
Q4 | $1.25M | Buy |
+15,932
| New | +$1.25M | 0.09% | 68 |
|