Commonwealth Equity Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,295
| Closed | -$216K | – | 3820 |
|
|
2022
Q3 | $216K | Buy |
+6,295
| New | +$216K | ﹤0.01% | 3105 |
|
|
2022
Q1 | – | Sell |
-4,909
| Closed | -$232K | – | 3817 |
|
|
2021
Q4 | $232K | Sell |
4,909
-9,587
| -66% | -$453K | ﹤0.01% | 3177 |
|
|
2021
Q3 | $791K | Sell |
14,496
-713
| -5% | -$38.9K | ﹤0.01% | 2110 |
|
|
2021
Q2 | $925K | Buy |
15,209
+894
| +6% | +$54.4K | ﹤0.01% | 1969 |
|
|
2021
Q1 | $828K | Buy |
14,315
+2,690
| +23% | +$156K | ﹤0.01% | 1935 |
|
|
2020
Q4 | $682K | Buy |
11,625
+5,595
| +93% | +$328K | ﹤0.01% | 1916 |
|
|
2020
Q3 | $287K | Buy |
+6,030
| New | +$287K | ﹤0.01% | 2396 |
|