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Winnow Wealth’s Principal Financial Group PFG Stock Holding History

Winnow Wealth’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,602
Closed -$219K – 535
2025
Q1 		$219K Buy
2,602
+25
+1% +$2.11K 0.2% 93
2024
Q4 		$199K Buy
+2,577
New +$199K 0.2% 94