Capital Investment Advisory Services’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $38.6K | Sell |
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|
2023
Q2 | $46.3K | Buy |
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|
2023
Q1 | $32.1K | Sell |
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|
2022
Q4 | $30.9K | Sell |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $40K | Buy |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q3 | $45K | Buy |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | $23K | Buy |
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