Winfield Associates’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-211	Closed	-$15K	–	497
2017 Q4	$15K	Hold	211	–	–	0.01%	365
2017 Q3	$14K	Buy	211 +35	+20%	+$2.32K	0.01%	360
2017 Q2	$11K	Buy	176 +36	+26%	+$2.25K	0.01%	400
2017 Q1	$9K	Buy	+140	New	+$9K	0.01%	404