Prelude Capital Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-978	Closed	-$39K	–	1814
2020 Q3	$39K	Sell	978 -1,084	-53%	-$46.2K	﹤0.01%	1186
2020 Q2	$86K	Buy	+2,062	New	+$75.2K	﹤0.01%	998
2019 Q4	–	Sell	-1,485	Closed	-$85K	–	2170
2019 Q3	$85K	Buy	+1,485	New	+$83.6K	﹤0.01%	1004
2019 Q2	–	Sell	-1,385	Closed	-$76.3K	–	2041
2019 Q1	$70K	Buy	1,385 +802	+138%	+$39.7K	﹤0.01%	1037
2018 Q4	$26K	Buy	+583	New	+$28.7K	﹤0.01%	1210
2018 Q2	–	Sell	-17,315	Closed	-$1.01M	–	1873
2018 Q1	$1.05M	Buy	+17,315	New	+$1.14M	0.08%	268
2017 Q3	–	Sell	-243	Closed	-$16K	–	1838
2017 Q2	$16K	Buy	+243	New	+$15.4K	﹤0.01%	1311
2015 Q3	–	Sell	-488	Closed	-$25K	–	1709
2015 Q2	$25K	Buy	+488	New	+$25.3K	﹤0.01%	1314
2015 Q1	–	Sell	-80	Closed	-$4K	–	2112
2014 Q4	$4K	Sell	80 -580	-88%	-$30.1K	﹤0.01%	1843
2014 Q3	$35K	Buy	+660	New	+$34.5K	﹤0.01%	1551