WealthTrak Capital 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
2025 Q2	$1.99K	Sell	25 -20	-44%	-$1.59K	﹤0.01%	441
2025 Q1	$3.8K	Buy	45 +40	+800%	+$3.38K	﹤0.01%	273
2024 Q4	$388	Buy	+5	New	+$388	﹤0.01%	639