PPWM
PFG Private Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-56
| Closed | -$5K | – | 363 |
|
|
2022
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 222 |
|
|
2022
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 230 |
|
|
2022
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 244 |
|
|
2021
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 249 |
|
|
2021
Q3 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 226 |
|