RWA Wealth Partners’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,957	Closed	-$285K	–	531
2023 Q3	$285K	Buy	3,957 +205	+5%	+$14.8K	0.01%	331
2023 Q2	$285K	Buy	+3,752	New	+$285K	0.01%	280
2018 Q3	–	Sell	-205	Closed	-$11K	–	576
2018 Q2	$11K	Buy	+205	New	+$11K	﹤0.01%	607