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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-165
| Closed | -$6K | – | 5281 |
|
|
2024
Q2 | $6K | Hold |
165
| – | – | ﹤0.01% | 3830 |
|
|
2024
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 3622 |
|
|
2023
Q4 | $6K | Hold |
165
| – | – | ﹤0.01% | 3467 |
|
|
2023
Q3 | $5K | Hold |
165
| – | – | ﹤0.01% | 3513 |
|
|
2023
Q2 | $6K | Hold |
165
| – | – | ﹤0.01% | 3398 |
|
|
2023
Q1 | $5K | Hold |
165
| – | – | ﹤0.01% | 3336 |
|
|
2022
Q4 | $6K | Hold |
165
| – | – | ﹤0.01% | 3123 |
|
|
2022
Q3 | $6K | Hold |
165
| – | – | ﹤0.01% | 3016 |
|
|
2022
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 3025 |
|
|
2022
Q1 | $7K | Hold |
165
| – | – | ﹤0.01% | 2706 |
|
|
2021
Q4 | $8K | Buy |
+165
| New | +$8K | ﹤0.01% | 2504 |
|
|
2021
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2021
Q1 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2020
Q4 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2020
Q3 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2020
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2020
Q1 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2019
Q4 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2019
Q3 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2019
Q2 | $10K | Hold |
165
| – | – | ﹤0.01% | 2122 |
|
|
2019
Q1 | $10K | Buy |
+165
| New | +$10K | ﹤0.01% | 2122 |
|