Glass Jacobson Investment Advisors’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 | $14.9K | Buy |
1,420
+5
| +0.4% | +$53 | 0.01% | 407 |
|
|
2025
Q1 | $14K | Hold |
1,415
| – | – | ﹤0.01% | 565 |
|
|
2024
Q4 | $14K | Buy |
1,415
+5
| +0.4% | +$49 | ﹤0.01% | 565 |
|
|
2024
Q3 | $15.8K | Hold |
1,410
| – | – | 0.01% | 522 |
|
|
2024
Q2 | $14.4K | Buy |
1,410
+5
| +0.4% | +$51 | 0.01% | 520 |
|
|
2024
Q1 | $14.5K | Hold |
1,405
| – | – | 0.01% | 521 |
|
|
2023
Q4 | $13.3K | Buy |
1,405
+25
| +2% | +$236 | 0.01% | 493 |
|
|
2023
Q3 | $12.5K | Buy |
1,380
+20
| +1% | +$181 | 0.01% | 475 |
|
|
2023
Q2 | $12.9K | Buy |
+1,360
| New | +$12.9K | 0.01% | 477 |
|
|
2022
Q4 | $13.4K | Buy |
+1,295
| New | +$13.4K | 0.01% | 482 |
|