WealthPlan Investment Management’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 Q2	–	Sell	-126	Closed	-$9.36K	–	439
2023 Q1	$9.36K	Sell	126 -2,301	-95%	-$171K	﹤0.01%	330
2022 Q4	$226K	Buy	2,427 +3	+0.1%	+$279	0.02%	357
2022 Q3	$219K	Buy	+2,424	New	+$219K	0.02%	341