Atria Wealth Solutions’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,055
| Closed | -$260K | – | 2042 |
|
|
2024
Q1 | $260K | Buy |
5,055
+20
| +0.4% | +$1.03K | ﹤0.01% | 1648 |
|
|
2023
Q4 | $236K | Buy |
5,035
+53
| +1% | +$2.49K | ﹤0.01% | 1658 |
|
|
2023
Q3 | $213K | Buy |
4,982
+18
| +0.4% | +$771 | ﹤0.01% | 1648 |
|
|
2023
Q2 | $217K | Buy |
+4,964
| New | +$217K | ﹤0.01% | 1636 |
|
|
2022
Q2 | – | Sell |
-4,861
| Closed | -$207K | – | 1862 |
|
|
2022
Q1 | $207K | Buy |
+4,861
| New | +$207K | ﹤0.01% | 1581 |
|