TFO Wealth Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$518 | – | 572 |
|
|
2024
Q1 | $518 | Hold |
6
| – | – | ﹤0.01% | 259 |
|
|
2023
Q4 | $472 | Hold |
6
| – | – | ﹤0.01% | 347 |
|
|
2023
Q3 | $455 | Hold |
6
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $455 | Hold |
6
| – | – | ﹤0.01% | 302 |
|
|
2023
Q1 | $446 | Buy |
6
+4
| +200% | +$297 | ﹤0.01% | 271 |
|
|
2022
Q4 | $284 | Buy |
+2
| New | +$284 | ﹤0.01% | 571 |
|
|
2022
Q3 | – | Sell |
-27
| Closed | -$2K | – | 394 |
|
|
2022
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 340 |
|