RWA
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River Wealth Advisors’s Principal Financial Group PFG Stock Holding History

River Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-150
Closed -$7K – 389
2018
Q4 		$7K Hold
150
– – ﹤0.01% 450
2018
Q3 		$9K Hold
150
– – ﹤0.01% 456
2018
Q2 		$8K Buy
+150
New +$8K ﹤0.01% 462