Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $219K | Buy |
+14,900
| New | +$219K | 0.01% | 791 |
|
|
2021
Q2 | – | Sell |
-26,000
| Closed | -$351K | – | 943 |
|
|
2021
Q1 | $351K | Buy |
26,000
+7,100
| +38% | +$95.9K | 0.03% | 561 |
|
|
2020
Q4 | $230K | Buy |
18,900
+1,000
| +6% | +$12.2K | 0.02% | 675 |
|
|
2020
Q3 | $190K | Buy |
17,900
+5,700
| +47% | +$60.5K | 0.02% | 666 |
|
|
2020
Q2 | $147K | Buy |
+12,200
| New | +$147K | 0.01% | 673 |
|