Sowell Financial Services’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
Q2 | – | Sell |
-1,000
| Closed | -$15K | – | 2096 |
|
|
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 | +$21K | ﹤0.01% | 1266 |
|