TCI Wealth Advisors’s Principal Financial Group PFG Stock Holding History

TCI Wealth Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,054	Closed	-$78.3K	–	1645
2023 Q1	$78.3K	Sell	1,054 -2	-0.2%	-$170	0.01%	322
2022 Q4	$88.6K	Buy	1,056 +2	+0.2%	+$172	0.01%	286
2022 Q3	$76K	Sell	1,054 -205	-16%	-$14.7K	0.01%	286
2022 Q2	$84K	Hold	1,259	–	–	0.01%	273
2022 Q1	$93K	Hold	1,259	–	–	0.01%	275
2021 Q4	$91K	Buy	1,259 +213	+20%	+$14.9K	0.01%	286
2021 Q3	$67K	Buy	1,046 +47	+5%	+$3.02K	0.01%	357
2021 Q2	$63K	Buy	999 +21	+2%	+$1.34K	0.01%	346
2021 Q1	$59K	Buy	978 +76	+8%	+$4.24K	0.03%	321
2020 Q4	$45K	Sell	902 -100	-10%	-$4.58K	0.02%	353
2020 Q3	$40K	Hold	1,002	–	–	0.02%	351
2020 Q2	$42K	Buy	1,002 +63	+7%	+$2.3K	0.02%	335
2020 Q1	$29K	Buy	939 +124	+15%	+$5.87K	0.01%	399
2019 Q4	$45K	Hold	815	–	–	0.02%	405
2019 Q3	$47K	Hold	815	–	–	0.02%	343
2019 Q2	$47K	Hold	815	–	–	0.02%	323
2019 Q1	$41K	Buy	815 +90	+12%	+$4.46K	0.02%	372
2018 Q4	$32K	Buy	725 +6	+0.8%	+$295	0.02%	393
2018 Q3	$42K	Buy	719 +12	+2%	+$669	0.02%	369
2018 Q2	$37K	Hold	707	–	–	0.02%	375
2018 Q1	$43K	Hold	707	–	–	0.02%	353
2017 Q4	$50K	Hold	707	–	–	0.02%	345
2017 Q3	$45K	Hold	707	–	–	0.02%	332
2017 Q2	$45K	Hold	707	–	–	0.02%	327
2017 Q1	$45K	Hold	707	–	–	0.02%	317
2016 Q4	$41K	Hold	707	–	–	0.02%	358
2016 Q3	$36K	Sell	707 -119	-14%	-$5.57K	0.02%	344
2016 Q2	$34K	Hold	826	–	–	0.02%	340
2016 Q1	$33K	Buy	826 +119	+17%	+$4.58K	0.02%	354
2015 Q4	$32K	Hold	707	–	–	0.02%	363
2015 Q3	$33K	Hold	707	–	–	0.02%	332
2015 Q2	$36K	Hold	707	–	–	0.02%	311
2015 Q1	$36K	Hold	707	–	–	0.02%	270
2014 Q4	$37K	Hold	707	–	–	0.02%	277
2014 Q3	$37K	Hold	707	–	–	0.02%	259
2014 Q2	$36K	Sell	707 -182	-20%	-$8.57K	0.02%	276
2014 Q1	$41K	Buy	889 +1	+0.1%	+$46	0.03%	250
2013 Q4	$44K	Buy	888 +1	+0.1%	+$47	0.03%	256
2013 Q3	$38K	Buy	887 +180	+25%	+$7.51K	0.03%	230
2013 Q2	$26K	Buy	+707	New	+$25.9K	0.02%	279