Pathstone Family Office’s Principal Financial Group PFG Stock Holding History

Pathstone Family Office’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$853K	Buy
2023 Q2	$243K	Sell
2023 Q1	$272K	Sell
2022 Q4	$1.24M	Buy
2022 Q3	$1.03M	Buy
2022 Q2	$230K	Buy
2021 Q1	–	Sell
2020 Q4	$5K	Buy