Miramar Capital’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	-4,475	Closed	-$376K	–	86
2022 Q4	$376K	Sell	4,475 -2,500	-36%	-$210K	0.1%	63
2022 Q3	$624K	Sell	6,975 -4,600	-40%	-$412K	0.17%	53
2022 Q2	$773K	Hold	11,575	–	–	0.22%	51
2022 Q1	$850K	Buy	+11,575	New	+$850K	0.23%	53