CRWM
PGZ

Castle Rock Wealth Management’s Principal Real Estate Income Fund PGZ Stock Holding History

Castle Rock Wealth Management’s Portfolio PGZ Stock Details PGZ Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$382K Sell
2021
Q3 		$440K Sell
2021
Q2 		$582K Sell
2021
Q1 		$766K Sell
2020
Q4 		$736K Buy
2020
Q3 		$516K Buy