D'Orazio & 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
2023 Q1	–	Sell	-3,586	Closed	-$301K	–	157
2022 Q4	$301K	Buy	3,586 +679	+23%	+$57K	0.07%	108
2022 Q3	$210K	Buy	+2,907	New	+$210K	0.06%	115
2021 Q4	–	Sell	-1,983	Closed	-$128K	–	534
2021 Q3	$128K	Hold	1,983	–	–	0.03%	119
2021 Q2	$125K	Hold	1,983	–	–	0.03%	112
2021 Q1	$119K	Hold	1,983	–	–	0.03%	105
2020 Q4	$98K	Hold	1,983	–	–	0.03%	109
2020 Q3	$80K	Hold	1,983	–	–	0.03%	114
2020 Q2	$82K	Hold	1,983	–	–	0.04%	110
2020 Q1	$62K	Hold	1,983	–	–	0.03%	113
2019 Q4	$109K	Hold	1,983	–	–	0.03%	103
2019 Q3	$113K	Hold	1,983	–	–	0.04%	97
2019 Q2	$115K	Hold	1,983	–	–	0.03%	93
2019 Q1	$100K	Hold	1,983	–	–	0.03%	102
2018 Q4	$88K	Hold	1,983	–	–	0.03%	92
2018 Q3	$116K	Hold	1,983	–	–	0.04%	76
2018 Q2	$105K	Hold	1,983	–	–	0.04%	78
2018 Q1	$121K	Hold	1,983	–	–	0.05%	67
2017 Q4	$140K	Hold	1,983	–	–	0.05%	69
2017 Q3	$128K	Hold	1,983	–	–	0.05%	67
2017 Q2	$127K	Hold	1,983	–	–	0.05%	69
2017 Q1	$125K	Hold	1,983	–	–	0.05%	65
2016 Q4	$115K	Hold	1,983	–	–	0.05%	71
2016 Q3	$102K	Hold	1,983	–	–	0.04%	76
2016 Q2	$82K	Hold	1,983	–	–	0.03%	85
2016 Q1	$78K	Buy	1,983 +292	+17%	+$11.5K	0.03%	88
2015 Q4	$76K	Buy	1,691 +116	+7%	+$5.21K	0.04%	72
2015 Q3	$80K	Hold	1,575	–	–	0.04%	73
2015 Q2	$81K	Hold	1,575	–	–	0.05%	68
2015 Q1	$81K	Hold	1,575	–	–	0.06%	70
2014 Q4	$82K	Sell	1,575 -425	-21%	-$22.1K	0.06%	64
2014 Q3	$105K	Hold	2,000	–	–	0.08%	54
2014 Q2	$101K	Hold	2,000	–	–	0.08%	55
2014 Q1	$92K	Hold	2,000	–	–	0.07%	54
2013 Q4	$99K	Buy	+2,000	New	+$99K	0.08%	47