SIS
Strategic Investment Solutions’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
189
| – | – | ﹤0.01% | 311 |
|
|
2025
Q1 | $15.9K | Hold |
189
| – | – | ﹤0.01% | 315 |
|
|
2024
Q4 | $14.9K | Hold |
189
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $16.2K | Hold |
189
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $15.4K | Buy |
+189
| New | +$15.4K | 0.01% | 300 |
|
|
2023
Q4 | $14.9K | Buy |
+189
| New | +$14.9K | ﹤0.01% | 696 |
|
|
2023
Q2 | – | Sell |
-189
| Closed | -$14K | – | 948 |
|
|
2023
Q1 | $14K | Buy |
+189
| New | +$14K | ﹤0.01% | 593 |
|