Carson Wealth (CWM LLC)’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-165
| Closed | -$6K | – | 5280 |
|
|
2024
Q2 | $6K | Hold |
165
| – | – | ﹤0.01% | 3832 |
|
|
2024
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 3624 |
|
|
2023
Q4 | $6K | Hold |
165
| – | – | ﹤0.01% | 3470 |
|
|
2023
Q3 | $5K | Hold |
165
| – | – | ﹤0.01% | 3516 |
|
|
2023
Q2 | $6K | Hold |
165
| – | – | ﹤0.01% | 3402 |
|
|
2023
Q1 | $5K | Hold |
165
| – | – | ﹤0.01% | 3339 |
|
|
2022
Q4 | $6K | Hold |
165
| – | – | ﹤0.01% | 3126 |
|
|
2022
Q3 | $6K | Hold |
165
| – | – | ﹤0.01% | 3019 |
|
|
2022
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 3030 |
|
|
2022
Q1 | $7K | Hold |
165
| – | – | ﹤0.01% | 2712 |
|
|
2021
Q4 | $8K | Buy |
+165
| New | +$8.51K | ﹤0.01% | 2512 |
|
|
2021
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 2128 |
|
|
2021
Q1 | $10K | Hold |
165
| – | – | ﹤0.01% | 2126 |
|
|
2020
Q4 | $10K | Hold |
165
| – | – | ﹤0.01% | 2126 |
|
|
2020
Q3 | $10K | Hold |
165
| – | – | ﹤0.01% | 2125 |
|
|
2020
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 2124 |
|
|
2020
Q1 | $10K | Hold |
165
| – | – | ﹤0.01% | 2124 |
|
|
2019
Q4 | $10K | Hold |
165
| – | – | ﹤0.01% | 2124 |
|
|
2019
Q3 | $10K | Hold |
165
| – | – | ﹤0.01% | 2124 |
|
|
2019
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 2124 |
|
|
2019
Q1 | $10K | Buy |
+165
| New | +$5.48K | ﹤0.01% | 2124 |
|
Carson Wealth (CWM LLC)'s BTEC Position: Q3 2024 in Review
Carson Wealth (CWM LLC) sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 165 shares — an estimated $6K sold.
Carson Wealth (CWM LLC) first reported a position in BTEC in Q1 2019 and held it in 21 quarters. The position peaked at $10K in Q2 2021. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.
- Carson Wealth (CWM LLC) reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 165 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $6K.
- Carson Wealth (CWM LLC) first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2019 and held it in 21 quarters.
- Carson Wealth (CWM LLC)'s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $10K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.