Number of Shares
1,014
Previous 1,137 10.82%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
N/A
-123 Reduced 10.82%
1,014 $0
Q2 2024

Jul 15, 2024

BUY
N/A
25 Added 2.25%
1,137 $0
Q1 2024

Apr 23, 2024

BUY
N/A
38 Added 3.54%
1,112 $0
Q4 2023

Jan 22, 2024

BUY
N/A
806 Added 300.75%
1,074 $0
Q3 2023

Oct 24, 2023

SELL
N/A
-541 Reduced 66.87%
268 $0
Q2 2023

Jul 17, 2023

BUY
N/A
2 Added 0.25%
809 $0
Q1 2023

May 01, 2023

BUY
N/A
152 Added 23.21%
807 $0
Q4 2022

Jan 18, 2023

SELL
N/A
-11 Reduced 1.65%
655 $79,000
Q3 2022

Nov 04, 2022

BUY
N/A
666 New
666 $72,000
Track This Portfolio

Track Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.