SAM Balanced Portfolio PY Holdings History
SAM Balanced Portfolio's Principal Shareholder Yield Index ETF Holding Summary
As of 2025-04-30, SAM Balanced Portfolio held 1.19 Mil shares of Principal Shareholder Yield Index ETF(PY), totaling $54.94 Mil. This investment constitutes 6.88% of their stock portfolio, and SAM Balanced Portfolio now holds 26.77% of the outstanding Principal Shareholder Yield Index ETF(PY) stock.
The initial trade took place in 2025Q2. And since then SAM Balanced Portfolio has made 1 purchases of PY, at an average price of $48.45, for a total of 1.19 Mil shares. Based on historical transaction data and PY's current price of $49.88, SAM Balanced Portfolio's estimated gain on his PY holdings is $1.70 Mil, reflecting a 2.95% gain to date.
SAM Balanced Portfolio PY ($49.88) Holding Chart
SAM Balanced Portfolio PY ($49.88) 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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