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Simplicity Wealth’s Principal Financial Group PFG Stock Holding History

Simplicity Wealth’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,334
Closed -$418K – 1006
2024
Q2 		$418K Buy
5,334
+173
+3% +$13.6K 0.01% 827
2024
Q1 		$445K Buy
+5,161
New +$445K 0.01% 778