SeaCrest Wealth Management’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
2023 Q1	–	Sell	-2,453	Closed	-$206K	–	662
2022 Q4	$206K	Sell	2,453 -937	-28%	-$80.4K	0.03%	560
2022 Q3	$245K	Sell	3,390 -153	-4%	-$11K	0.04%	486
2022 Q2	$237K	Buy	3,543 +11	+0.3%	+$774	0.03%	546
2022 Q1	$259K	Buy	3,532 +466	+15%	+$33.7K	0.03%	569
2021 Q4	$222K	Buy	+3,066	New	+$214K	0.02%	612
2020 Q1	–	Sell	-4,632	Closed	-$255K	–	569
2019 Q4	$255K	Sell	4,632 -90	-2%	-$4.93K	0.04%	444
2019 Q3	$270K	Sell	4,722 -1	-0%	-$56	0.05%	417
2019 Q2	$274K	Sell	4,723 -242	-5%	-$13.3K	0.06%	398
2019 Q1	$249K	Buy	4,965 +604	+14%	+$29.9K	0.04%	404
2018 Q4	$193K	Sell	4,361 -390	-8%	-$19.2K	0.04%	429
2018 Q3	$278K	Buy	4,751 +133	+3%	+$7.41K	0.05%	407
2018 Q2	$245K	Sell	4,618 -682	-13%	-$39.6K	0.04%	423
2018 Q1	$323K	Buy	5,300 +1,825	+53%	+$120K	0.06%	350
2017 Q4	$245K	Buy	+3,475	New	+$239K	0.04%	428