LPL Financial
PGZ

LPL Financial’s Principal Real Estate Income Fund PGZ Stock Holding History

LPL Financial’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
2025
Q3 		$144K Buy
2023
Q2 		– Sell
2023
Q1 		$107K Sell
2022
Q4 		$135K Buy
2022
Q3 		$143K Buy
2022
Q2 		$168K Sell
2022
Q1 		$205K Buy
2021
Q4 		$198K Sell
2021
Q3 		$185K Sell
2021
Q2 		$197K Sell
2021
Q1 		$179K Buy