UHLMANN PRICE SECURITIES’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
2025
Q2
$133K Sell
12,601
-1,226
-9% -$12.9K 0.09% 182
2025
Q1
$146K Buy
13,827
+407
+3% +$4.29K 0.11% 176
2024
Q4
$133K Buy
13,420
+394
+3% +$3.89K 0.1% 167
2024
Q3
$146K Buy
+13,026
New +$146K 0.12% 169