Blue Bell Private Wealth Management’s Principal Real Estate Income Fund PGZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$61.7K Hold
2025
Q2
$62K Sell
2025
Q1
$63.6K Sell
2024
Q4
$60.7K Sell
2024
Q3
$120K Sell
2024
Q2
$132K Sell
2024
Q1
$137K Buy
2023
Q4
$54.8K Buy