Personal Wealth Partners’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-764
Closed -$42K 454
2019
Q4
$42K Hold
764
0.02% 154
2019
Q3
$44K Sell
764
-120
-14% -$6.91K 0.02% 151
2019
Q2
$51K Buy
+884
New +$51K 0.02% 130