Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Sell |
5,897
-147
| -2% | -$1.55K | 0.01% | 363 |
|
|
2025
Q1 | $63.6K | Sell |
6,044
-100
| -2% | -$1.05K | 0.01% | 349 |
|
|
2024
Q4 | $60.7K | Sell |
6,144
-4,627
| -43% | -$45.7K | 0.01% | 337 |
|
|
2024
Q3 | $120K | Sell |
10,771
-2,200
| -17% | -$24.6K | 0.02% | 262 |
|
|
2024
Q2 | $132K | Sell |
12,971
-300
| -2% | -$3.06K | 0.03% | 244 |
|
|
2024
Q1 | $137K | Buy |
13,271
+7,471
| +129% | +$77.2K | 0.03% | 225 |
|
|
2023
Q4 | $54.8K | Buy |
+5,800
| New | +$54.8K | 0.01% | 307 |
|