RPWA
PFG icon

Regent Peak Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-393
Closed -$19K – 745
2020
Q4 		$19K Buy
+393
New +$19K 0.01% 462
2020
Q1 		– Sell
-4,117
Closed -$226K – 124
2019
Q4 		$226K Buy
+4,117
New +$226K 0.1% 119