Strategic Investment Advisors’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	-10,389	Closed	-$749K	–	249
2023 Q3	$749K	Buy	10,389 +528	+5%	+$38.1K	0.12%	124
2023 Q2	$748K	Buy	9,861 +266	+3%	+$20.2K	0.1%	105
2023 Q1	$713K	Buy	+9,595	New	+$713K	0.13%	124