Rational Advisors’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	-98	Closed	-$4K	–	503
2020 Q3	$4K	Buy	98 +28	+40%	+$1.19K	﹤0.01%	407
2020 Q2	$3K	Buy	+70	New	+$2.55K	﹤0.01%	462
2020 Q1	–	Sell	-642	Closed	-$35K	–	424
2019 Q4	$35K	Sell	642 -484	-43%	-$26.5K	0.02%	385
2019 Q3	$64K	Sell	1,126 -35,582	-97%	-$2M	0.02%	333
2019 Q2	$2.13M	Buy	36,708 +36,502	+17,719%	+$2.01M	0.75%	30
2019 Q1	$10K	Buy	206 +105	+104%	+$5.2K	﹤0.01%	424
2018 Q4	$4K	Buy	101 +63	+166%	+$3.1K	﹤0.01%	443
2018 Q3	$2K	Sell	38 -71	-65%	-$3.96K	﹤0.01%	472
2018 Q2	$6K	Sell	109 -67	-38%	-$3.89K	﹤0.01%	381
2018 Q1	$11K	Buy	+176	New	+$11.6K	0.01%	367
2017 Q2	–	Sell	-18,800	Closed	-$1.19M	–	338
2017 Q1	$1.19M	Buy	+18,800	New	+$1.15M	0.78%	42
2016 Q4	–	Sell	-13,800	Closed	-$711K	–	286
2016 Q3	$711K	Buy	+13,800	New	+$645K	0.47%	75
2013 Q4	$2.88M	Sell	58,340 -35,100	-38%	-$1.67M	0.25%	137
2013 Q3	$4M	Buy	93,440 +40,100	+75%	+$1.67M	0.33%	94
2013 Q2	$2M	Buy	+53,340	New	+$1.95M	0.17%	202