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

Sowell Financial Services’s Portfolio PGZ Stock Details PGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,000	Closed	-$15K	–	2095
2021 Q1	$15K	Hold	1,000	–	–	﹤0.01%	2159
2020 Q4	$12K	Hold	1,000	–	–	﹤0.01%	1945
2020 Q3	$11K	Hold	1,000	–	–	﹤0.01%	1785
2020 Q2	$12K	Hold	1,000	–	–	﹤0.01%	1633
2020 Q1	$12K	Hold	1,000	–	–	﹤0.01%	1561
2019 Q4	$21K	Hold	1,000	–	–	﹤0.01%	1426
2019 Q3	$21K	Buy	+1,000	New	+$19.7K	﹤0.01%	1266

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