WWM
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Willingdon Wealth Management’s Principal Financial Group PFG Stock Holding History

Willingdon Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-200
Closed -$14K – 378
2017
Q4 		$14K Buy
+200
New +$14K ﹤0.01% 220