Trek Financial’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 Q1	–	Sell	-4,992	Closed	-$419K	–	276
2022 Q4	$419K	Buy	4,992 +357	+8%	+$30K	0.04%	165
2022 Q3	$334K	Buy	+4,635	New	+$334K	0.04%	157