Valley Wealth Managers’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20	Closed	-$1.55K	–	406
2024 Q4	$1.55K	Hold	20	–	–	﹤0.01%	352
2024 Q3	$1.72K	Hold	20	–	–	﹤0.01%	354
2024 Q2	$1.57K	Buy	+20	New	+$1.57K	﹤0.01%	344