Wealthspire Advisors (Maryland)’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 Q1	–	Sell	-3,935	Closed	-$216K	–	486
2019 Q4	$216K	Buy	+3,935	New	+$215K	0.01%	455
2019 Q2	–	Sell	-3,057	Closed	-$153K	–	1605
2019 Q1	$153K	Buy	3,057 +86	+3%	+$4.26K	0.01%	506
2018 Q4	$131K	Buy	2,971 +616	+26%	+$30.3K	0.01%	520
2018 Q3	$138K	Sell	2,355 -1,423	-38%	-$79.3K	0.01%	563
2018 Q2	$200K	Sell	3,778 -495	-12%	-$28.8K	0.02%	464
2018 Q1	$260K	Buy	4,273 +224	+6%	+$14.7K	0.02%	398
2017 Q4	$286K	Sell	4,049 -749	-16%	-$51.6K	0.03%	381
2017 Q3	$309K	Sell	4,798 -459	-9%	-$29.5K	0.03%	352
2017 Q2	$337K	Sell	5,257 -1,990	-27%	-$126K	0.04%	320
2017 Q1	$457K	Sell	7,247 -431	-6%	-$26.3K	0.07%	199
2016 Q4	$444K	Sell	7,678 -473	-6%	-$26.5K	0.07%	193
2016 Q3	$420K	Buy	8,151 +335	+4%	+$15.7K	0.07%	202
2016 Q2	$321K	Buy	7,816 +277	+4%	+$11.7K	0.05%	240
2016 Q1	$297K	Sell	7,539 -1,286	-15%	-$49.5K	0.05%	259
2015 Q4	$397K	Buy	+8,825	New	+$431K	0.07%	195