TCWP’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,729
| Closed | -$426K | – | 227 |
|
|
2023
Q1 | $426K | Buy |
5,729
+331
| +6% | +$24.6K | 0.08% | 152 |
|
|
2022
Q4 | $453K | Sell |
5,398
-330
| -6% | -$27.7K | 0.09% | 152 |
|
|
2022
Q3 | $413K | Buy |
5,728
+525
| +10% | +$37.9K | 0.09% | 160 |
|
|
2022
Q2 | $347K | Buy |
5,203
+1,044
| +25% | +$69.6K | 0.07% | 179 |
|
|
2022
Q1 | $305K | Buy |
4,159
+752
| +22% | +$55.1K | 0.06% | 217 |
|
|
2021
Q4 | $246K | Buy |
+3,407
| New | +$246K | 0.05% | 228 |
|