Shaker Financial Services’s Principal Real Estate Income Fund PGZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $132K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $622K | Buy |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $787K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $677K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $337K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $339K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $864K | Sell |
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|
2017
Q4 | $980K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $190K | Sell |
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|
2016
Q3 | $351K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $377K | Sell |
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|
2015
Q4 | $734K | Buy |
|