WR Wealth Planners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33.8K | Buy |
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|
2024
Q3 | $37.1K | Sell |
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|
2024
Q2 | $50.4K | Buy |
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|
2024
Q1 | $54K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $29.8K | Hold |
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|
2023
Q2 | $31.4K | Buy |
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|
2023
Q1 | $30.5K | Buy |
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|
2022
Q4 | $34.2K | Buy |
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|
2022
Q3 | $29.2K | Buy |
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|
2022
Q2 | $26.8K | Buy |
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|
2022
Q1 | $29.1K | Buy |
|