RWA
Redhawk Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,125
| Closed | -$356K | – | 329 |
|
|
2024
Q1 | $356K | Buy |
4,125
+890
| +28% | +$76.8K | 0.06% | 227 |
|
|
2023
Q4 | $254K | Buy |
3,235
+220
| +7% | +$17.3K | 0.05% | 250 |
|
|
2023
Q3 | $217K | Hold |
3,015
| – | – | 0.07% | 189 |
|
|
2023
Q2 | $229K | Buy |
3,015
+15
| +0.5% | +$1.14K | 0.07% | 181 |
|
|
2023
Q1 | $223K | Hold |
3,000
| – | – | 0.08% | 162 |
|
|
2022
Q4 | $252K | Hold |
3,000
| – | – | 0.1% | 161 |
|
|
2022
Q3 | $216K | Sell |
3,000
-10
| -0.3% | -$720 | 0.09% | 145 |
|
|
2022
Q2 | $201K | Buy |
3,010
+10
| +0.3% | +$668 | 0.09% | 156 |
|
|
2022
Q1 | $220K | Sell |
3,000
-129
| -4% | -$9.46K | 0.06% | 189 |
|
|
2021
Q4 | $226K | Hold |
3,129
| – | – | 0.06% | 204 |
|
|
2021
Q3 | $202K | Buy |
+3,129
| New | +$202K | 0.06% | 205 |
|
|
2019
Q3 | – | Sell |
-1,630
| Closed | -$94K | – | 350 |
|
|
2019
Q2 | $94K | Buy |
+1,630
| New | +$94K | 0.04% | 188 |
|
|
2018
Q4 | – | Sell |
-8,705
| Closed | -$510K | – | 136 |
|
|
2018
Q3 | $510K | Buy |
+8,705
| New | +$510K | 0.28% | 76 |
|