Teamwork Financial 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
Q2
Sell
-4,832
Closed -$359K 200
2023
Q1
$359K Sell
4,832
-37,098
-88% -$2.76M 0.07% 140
2022
Q4
$3.52M Buy
+41,930
New +$3.52M 0.71% 27