IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-485
| Closed | -$8K | – | 4157 |
|
|
2022
Q4 | $8K | Hold |
485
| – | – | ﹤0.01% | 3544 |
|
|
2022
Q3 | $8K | Hold |
485
| – | – | ﹤0.01% | 3793 |
|
|
2022
Q2 | $8K | Hold |
485
| – | – | ﹤0.01% | 3546 |
|
|
2022
Q1 | $8K | Buy |
+485
| New | +$8K | ﹤0.01% | 3546 |
|
|
2019
Q1 | $18K | Buy |
+965
| New | +$18K | ﹤0.01% | 1392 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 3969 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 3794 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 3978 |
|
|
2016
Q3 | – | Sell |
-1,065
| Closed | -$19K | – | 3980 |
|
|
2016
Q2 | $19K | Buy |
1,065
+100
| +10% | +$1.78K | ﹤0.01% | 2372 |
|
|
2016
Q1 | $18K | Sell |
965
-100
| -9% | -$1.87K | ﹤0.01% | 1392 |
|
|
2015
Q4 | $18K | Buy |
+1,065
| New | +$18K | ﹤0.01% | 2211 |
|