Proficio Capital Partners’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
2019 Q3	–	Sell	-404	Closed	-$23K	–	1143
2019 Q2	$23K	Sell	404 -38	-9%	-$2.09K	0.01%	634
2019 Q1	$22K	Buy	442 +48	+12%	+$2.38K	0.01%	616
2018 Q4	$17K	Buy	394 +234	+146%	+$11.5K	0.01%	593
2018 Q3	$9K	Sell	160 -12	-7%	-$669	﹤0.01%	835
2018 Q2	$9K	Hold	172	–	–	﹤0.01%	859
2018 Q1	$10K	Hold	172	–	–	﹤0.01%	825
2017 Q4	$12K	Sell	172 -34	-17%	-$2.34K	﹤0.01%	755
2017 Q3	$13K	Hold	206	–	–	0.01%	717
2017 Q2	$14K	Sell	206 -11	-5%	-$698	0.01%	716
2017 Q1	$13K	Buy	217 +54	+33%	+$3.29K	0.01%	746
2016 Q4	$9K	Sell	163 -21	-11%	-$1.18K	﹤0.01%	633
2016 Q3	$9K	Hold	184	–	–	0.01%	608
2016 Q2	$8K	Buy	184 +116	+171%	+$4.9K	0.01%	614
2016 Q1	$3K	Buy	68 +14	+26%	+$539	﹤0.01%	655
2015 Q4	$2K	Buy	+54	New	+$2.64K	﹤0.01%	677