Transform Wealth’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-18,600	Closed	-$583K	–	232
2020 Q1	$583K	Buy	18,600 +650	+4%	+$30.8K	0.12%	135
2019 Q4	$987K	Sell	17,950 -3,400	-16%	-$186K	0.16%	120
2019 Q3	$1.22M	Sell	21,350 -1,100	-5%	-$61.9K	0.22%	109
2019 Q2	$1.3M	Sell	22,450 -21,050	-48%	-$1.16M	0.19%	116
2019 Q1	$2.18M	Buy	43,500 +1,500	+4%	+$74.3K	0.41%	87
2018 Q4	$1.86M	Sell	42,000 -13,800	-25%	-$679K	0.38%	81
2018 Q3	$3.27M	Sell	55,800 -18,100	-24%	-$1.01M	0.57%	67
2018 Q2	$3.91M	Sell	73,900 -15,200	-17%	-$883K	0.71%	54
2018 Q1	$5.43M	Sell	89,100 -5,700	-6%	-$375K	1.03%	25
2017 Q4	$6.69M	Buy	+94,800	New	+$6.53M	1.23%	19