CFA
BTEC

Carroll Financial Associates’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Carroll Financial Associates’s Portfolio BTEC Stock Details BTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-29
Closed -$1K – 1723
2020
Q2 		$1K Sell
29
-865
-97% -$34.5K ﹤0.01% 1479
2020
Q1 		$28K Buy
+894
New +$32.6K ﹤0.01% 718

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RJFSA
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C
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Carroll Financial Associates's BTEC Position: Q3 2020 in Review

Carroll Financial Associates sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2020, closing a stake of 29 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in BTEC in Q1 2020 and held it in 2 quarters. The position peaked at $28K in Q1 2020. 12 funds tracked by Wall St. Rank hold BTEC as of Q3 2020.

  • Carroll Financial Associates reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 29 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2020, an estimated $1K.
  • Carroll Financial Associates first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2020 and held it in 2 quarters.
  • Carroll Financial Associates's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $28K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.