Northwest Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $229K | Sell |
|
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|
2023
Q3 | $218K | Buy |
|
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|
2023
Q2 | $229K | Sell |
|
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|
2023
Q1 | $243K | Sell |
|
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|
2022
Q4 | $283K | Buy |
|
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|
2022
Q3 | $241K | Sell |
|
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|
2022
Q2 | $234K | Buy |
|
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|
2022
Q1 | $235K | Buy |
|
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $252K | Buy |
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|
2018
Q3 | $334K | Buy |
|
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $352K | Buy |
|