MFT

Moisand Fitzgerald Tamayo’s Principal Financial Group PFG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.74K	Hold	110	–	–	﹤0.01%	359
2025 Q1	$9.28K	Hold	110	–	–	﹤0.01%	353
2024 Q4	$8.52K	Hold	110	–	–	﹤0.01%	362
2024 Q3	$9.45K	Hold	110	–	–	﹤0.01%	359
2024 Q2	$8.63K	Hold	110	–	–	﹤0.01%	321
2024 Q1	$9.5K	Hold	110	–	–	﹤0.01%	316
2023 Q4	$8.65K	Hold	110	–	–	﹤0.01%	352
2023 Q3	$7.93K	Hold	110	–	–	﹤0.01%	356
2023 Q2	$8.34K	Hold	110	–	–	﹤0.01%	341
2023 Q1	$8.18K	Hold	110	–	–	﹤0.01%	346
2022 Q4	$9.23K	Sell	110 -67	-38%	-$5.62K	﹤0.01%	329
2022 Q3	$13K	Buy	177 +67	+61%	+$4.92K	﹤0.01%	261
2022 Q2	$7K	Sell	110 -100	-48%	-$6.36K	﹤0.01%	299
2022 Q1	$15K	Hold	210	–	–	0.01%	160
2021 Q4	$15K	Hold	210	–	–	﹤0.01%	231
2021 Q3	$14K	Hold	210	–	–	﹤0.01%	226
2021 Q2	$13K	Hold	210	–	–	﹤0.01%	243
2021 Q1	$13K	Hold	210	–	–	0.01%	193
2020 Q4	$10K	Hold	210	–	–	﹤0.01%	218
2020 Q3	$8K	Hold	210	–	–	﹤0.01%	211
2020 Q2	$9K	Hold	210	–	–	0.01%	189
2020 Q1	$7K	Hold	210	–	–	﹤0.01%	189
2019 Q4	$12K	Hold	210	–	–	0.01%	188
2019 Q3	$12K	Hold	210	–	–	0.01%	188
2019 Q2	$12K	Hold	210	–	–	0.01%	184
2019 Q1	$11K	Hold	210	–	–	0.01%	190
2018 Q4	$9K	Hold	210	–	–	0.01%	193
2018 Q3	$12K	Hold	210	–	–	0.01%	200
2018 Q2	$11K	Hold	210	–	–	0.01%	192
2018 Q1	$13K	Hold	210	–	–	0.01%	199
2017 Q4	$15K	Hold	210	–	–	0.01%	175
2017 Q3	$14K	Buy	+210	New	+$14K	0.01%	191
2016 Q2	–	Sell	-210	Closed	-$8K	–	158
2016 Q1	$8K	Hold	210	–	–	0.01%	163
2015 Q4	$9K	Buy	+210	New	+$9K	0.01%	153