Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,501
| Closed | -$203K | – | 1604 |
|
|
2023
Q2 | $203K | Sell |
21,501
-17,356
| -45% | -$164K | ﹤0.01% | 1395 |
|
|
2023
Q1 | $368K | Buy |
38,857
+1,140
| +3% | +$10.8K | ﹤0.01% | 1040 |
|
|
2022
Q4 | $390K | Buy |
37,717
+961
| +3% | +$9.95K | 0.01% | 981 |
|
|
2022
Q3 | $406K | Buy |
36,756
+921
| +3% | +$10.2K | 0.01% | 875 |
|
|
2022
Q2 | $462K | Sell |
35,835
-2,320
| -6% | -$29.9K | 0.01% | 820 |
|
|
2022
Q1 | $599K | Buy |
+38,155
| New | +$599K | 0.01% | 723 |
|