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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-172
Closed -$14.8K 673
2024
Q2
$14.8K Hold
172
0.01% 388
2024
Q1
$13.6K Hold
172
0.01% 456
2023
Q4
$14K Buy
+172
New +$14K 0.01% 444