OWA
One 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 | $287K | Buy |
+3,617
| New | +$287K | 0.04% | 226 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 613 |
|
|
2018
Q2 | – | Sell |
-585
| Closed | -$36K | – | 590 |
|
|
2018
Q1 | $36K | Sell |
585
-595
| -50% | -$36.6K | 0.03% | 271 |
|
|
2017
Q4 | $83K | Buy |
+1,180
| New | +$83K | 0.07% | 224 |
|