SAM Conservative Growth Portfolio PY Holdings History
SAM Conservative Growth Portfolio's Principal Shareholder Yield Index ETF Holding Summary
As of 2025-04-30, SAM Conservative Growth Portfolio held 994,000.00 shares of Principal Shareholder Yield Index ETF(PY), totaling $46.04 Mil. This investment constitutes 6.98% of their stock portfolio, and SAM Conservative Growth Portfolio now holds 22.44% of the outstanding Principal Shareholder Yield Index ETF(PY) stock.
The initial trade took place in 2025Q2. And since then SAM Conservative Growth Portfolio has made 1 purchases of PY, at an average price of $48.45, for a total of 994,000.00 shares. Based on historical transaction data and PY's current price of $50.16, SAM Conservative Growth Portfolio's estimated gain on his PY holdings is $1.70 Mil, reflecting a 3.53% gain to date.
SAM Conservative Growth Portfolio PY ($50.16) Holding Chart
SAM Conservative Growth Portfolio PY ($50.16) 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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