SAM Conservative Growth Portfolio PSC Holdings History
SAM Conservative Growth Portfolio's Principal U.S. Small-Cap Multi-Factor ETF Holding Summary
As of 2025-04-30, SAM Conservative Growth Portfolio held 2.10 Mil shares of Principal U.S. Small-Cap Multi-Factor ETF(PSC), totaling $100.19 Mil. This investment constitutes 15.19% of their stock portfolio, and SAM Conservative Growth Portfolio now holds 15.14% of the outstanding Principal U.S. Small-Cap Multi-Factor ETF(PSC) stock.
The initial trade took place in 2019Q4. And since then SAM Conservative Growth Portfolio has made 5 purchases of PSC, at an average price of $34.99, for a total of 10.16 Mil shares. In addition, there have been 4 sales at an average price of $43.76 for 8.06 Mil shares. Based on historical transaction data and PSC's current price of $53.05, SAM Conservative Growth Portfolio's estimated gain on his PSC holdings is $108.60 Mil, reflecting a 30.55% gain to date.
SAM Conservative Growth Portfolio PSC ($53.05) Holding Chart
SAM Conservative Growth Portfolio PSC ($53.05) 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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