SAM Conservative Balanced Portfolio PY Holdings History
SAM Conservative Balanced Portfolio's Principal Shareholder Yield Index ETF Holding Summary
As of 2025-04-30, SAM Conservative Balanced Portfolio held 363,000.00 shares of Principal Shareholder Yield Index ETF(PY), totaling $16.81 Mil. This investment constitutes 7.88% of their stock portfolio, and SAM Conservative Balanced Portfolio now holds 8.19% of the outstanding Principal Shareholder Yield Index ETF(PY) stock.
The initial trade took place in 2025Q2. And since then SAM Conservative Balanced Portfolio has made 1 purchases of PY, at an average price of $48.45, for a total of 363,000.00 shares. Based on historical transaction data and PY's current price of $49.94, SAM Conservative Balanced Portfolio's estimated gain on his PY holdings is $541,233.00, reflecting a 3.08% gain to date.
SAM Conservative Balanced Portfolio PY ($49.94) Holding Chart
SAM Conservative Balanced Portfolio PY ($49.94) 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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