Advisornet Financial’s Principal Real Estate Income Fund PGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,934
| Closed | -$109K | – | 2132 |
|
|
2021
Q4 | $109K | Sell |
6,934
-1,251
| -15% | -$19.7K | 0.01% | 770 |
|
|
2021
Q3 | $120K | Sell |
8,185
-2,564
| -24% | -$37.6K | 0.01% | 722 |
|
|
2021
Q2 | $163K | Sell |
10,749
-1,381
| -11% | -$20.9K | 0.01% | 647 |
|
|
2021
Q1 | $164K | Sell |
12,130
-1,295
| -10% | -$17.5K | 0.01% | 609 |
|
|
2020
Q4 | $164K | Buy |
13,425
+1,011
| +8% | +$12.4K | 0.01% | 547 |
|
|
2020
Q3 | $133K | Buy |
12,414
+1,124
| +10% | +$12K | 0.01% | 595 |
|
|
2020
Q2 | $136K | Buy |
11,290
+1,710
| +18% | +$20.6K | 0.01% | 588 |
|
|
2020
Q1 | $116K | Sell |
9,580
-2,495
| -21% | -$30.2K | 0.01% | 576 |
|
|
2019
Q4 | $255K | Buy |
12,075
+8,891
| +279% | +$188K | 0.02% | 456 |
|
|
2019
Q3 | $65K | Buy |
+3,184
| New | +$65K | 0.01% | 801 |
|