Commonwealth Equity Services’s Principal Exchange-Traded Funds Principal Quality ETF PSET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $352K | Sell |
4,786
-110
| -2% | -$8.09K | ﹤0.01% | 3452 |
|
2025
Q1 | $323K | Hold |
4,896
| – | – | ﹤0.01% | 3429 |
|
2024
Q4 | $350K | Buy |
4,896
+4
| +0.1% | +$286 | ﹤0.01% | 3278 |
|
2024
Q3 | $348K | Sell |
4,892
-1,017
| -17% | -$72.3K | ﹤0.01% | 3220 |
|
2024
Q2 | $403K | Buy |
5,909
+922
| +18% | +$62.9K | ﹤0.01% | 3027 |
|
2024
Q1 | $338K | Sell |
4,987
-349
| -7% | -$23.7K | ﹤0.01% | 3162 |
|
2023
Q4 | $327K | Sell |
5,336
-56
| -1% | -$3.43K | ﹤0.01% | 3107 |
|
2023
Q3 | $294K | Buy |
5,392
+1,238
| +30% | +$67.5K | ﹤0.01% | 3051 |
|
2023
Q2 | $234K | Buy |
+4,154
| New | +$234K | ﹤0.01% | 3253 |
|