SAM Conservative Balanced Portfolio PSC Holdings History
SAM Conservative Balanced Portfolio's Principal U.S. Small-Cap Multi-Factor ETF Holding Summary
As of 2025-04-30, SAM Conservative Balanced Portfolio held 518,700.00 shares of Principal U.S. Small-Cap Multi-Factor ETF(PSC), totaling $24.73 Mil. This investment constitutes 11.59% of their stock portfolio, and SAM Conservative Balanced Portfolio now holds 3.74% 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 Balanced Portfolio has made 5 purchases of PSC, at an average price of $34.75, for a total of 2.76 Mil shares. In addition, there have been 5 sales at an average price of $45.07 for 2.24 Mil shares. Based on historical transaction data and PSC's current price of $54.44, SAM Conservative Balanced Portfolio's estimated gain on his PSC holdings is $33.33 Mil, reflecting a 34.77% gain to date.
SAM Conservative Balanced Portfolio PSC ($54.44) Holding Chart
SAM Conservative Balanced Portfolio PSC ($54.44) 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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