NewEdge Wealth’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-159,029	Closed	-$12.1M	–	663
2023 Q2	$12.1M	Buy	159,029 +8,548	+6%	+$648K	0.4%	75
2023 Q1	$11.2M	Buy	+150,481	New	+$11.2M	0.42%	68