AW
PVAL

ACG Wealth’s Principal Contrarian Value Index ETF PVAL Stock Holding History

ACG Wealth’s Portfolio PVAL Stock Details PVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-125
Closed -$3K – 1102
2022
Q2 		$3K Buy
+125
New +$3K ﹤0.01% 805

Other funds holding PVAL

WIP
WealthCare Investment Partners Portsmouth, Rhode Island $360M AUM 19.98% 1-Year Est. Return

ACG Wealth's PVAL Position: Q3 2022 in Review

ACG Wealth sold out of Principal Contrarian Value Index ETF (PVAL) in Q3 2022, closing a stake of 125 shares — an estimated $3K sold.

ACG Wealth first reported a position in PVAL in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 1 fund tracked by Wall St. Rank holds PVAL as of Q3 2022.

  • ACG Wealth reported no remaining Principal Contrarian Value Index ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 125 Principal Contrarian Value Index ETF shares in Q3 2022, an estimated $3K.
  • ACG Wealth first reported a position in Principal Contrarian Value Index ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Principal Contrarian Value Index ETF position peaked at $3K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Principal Contrarian Value Index ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.