MSWA
PGZ

Marshall & Sterling Wealth Advisors’s Principal Real Estate Income Fund PGZ Stock Holding History

Marshall & Sterling 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
2025
Q2 		$1.2K Buy
115
+4
+4% +$42 ﹤0.01% 572
2025
Q1 		$1.17K Buy
111
+3
+3% +$32 ﹤0.01% 575
2024
Q4 		$1.06K Buy
+108
New +$1.06K ﹤0.01% 334