EWA
PGZ

EverSource Wealth Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

EverSource Wealth Advisors’s Portfolio PGZ Stock Details PGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,149
Closed -$46.4K – 3808
2024
Q3 		$46.4K Buy
4,149
+78
+2% +$871 ﹤0.01% 1103
2024
Q2 		$42.7K Buy
+4,071
New +$42.7K ﹤0.01% 1164