SAM Balanced Portfolio PSC Holdings History
SAM Balanced Portfolio's Principal U.S. Small-Cap Multi-Factor ETF Holding Summary
As of 2025-01-31, SAM Balanced Portfolio held 2.52 Mil shares of Principal U.S. Small-Cap Multi-Factor ETF(PSC), totaling $134.75 Mil. This investment constitutes 20.02% of their stock portfolio, and SAM Balanced Portfolio now holds 17.44% of the outstanding Principal U.S. Small-Cap Multi-Factor ETF(PSC) stock.
The initial trade took place in 2019Q4. And since then SAM Balanced Portfolio has made 5 purchases of PSC, at an average price of $34.85, for a total of 11.12 Mil shares. In addition, there have been 4 sales at an average price of $44.31 for 8.60 Mil shares. Based on historical transaction data and PSC's current price of $51.86, SAM Balanced Portfolio's estimated gain on his PSC holdings is $124.13 Mil, reflecting a 32.04% gain to date.
SAM Balanced Portfolio PSC ($51.86) Holding Chart
SAM Balanced Portfolio PSC ($51.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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