Planning Capital Management Corporation’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$31.4K	Sell	365 -31	-8%	-$2.66K	0.02%	234
2024 Q2	$31.1K	Hold	396	–	–	0.02%	231
2024 Q1	$34.2K	Hold	396	–	–	0.03%	223
2023 Q4	$31.2K	Buy	+396	New	+$31.2K	0.02%	230