UBP Investment Advisors’s Principal Financial Group PFG Stock Holding History

UBP Investment Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$490K	Hold
2022 Q2	$460K	Buy
2021 Q1	–	Sell
2020 Q4	$233K	Buy
2020 Q3	–	Sell
2020 Q2	$239K	Buy
2020 Q1	–	Sell
2019 Q4	$214K	Buy