SAM Conservative Balanced Portfolio PIEQ Holdings History
SAM Conservative Balanced Portfolio's Principal International Equity ETF Holding Summary
As of 2025-04-30, SAM Conservative Balanced Portfolio held 1.73 Mil shares of Principal International Equity ETF(PIEQ), totaling $46.24 Mil. This investment constitutes 21.68% of their stock portfolio, and SAM Conservative Balanced Portfolio now holds 6.55% of the outstanding Principal International Equity ETF(PIEQ) stock.
The initial trade took place in 2025Q2. And since then SAM Conservative Balanced Portfolio has made 1 purchases of PIEQ, at an average price of $26.31, for a total of 1.73 Mil shares. Based on historical transaction data and PIEQ's current price of $29.21, SAM Conservative Balanced Portfolio's estimated gain on his PIEQ holdings is $5.01 Mil, reflecting a 11.02% gain to date.
SAM Conservative Balanced Portfolio PIEQ ($29.21) Holding Chart
SAM Conservative Balanced Portfolio PIEQ ($29.21) 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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