Concourse Financial Group Securities’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 |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $132K | Buy |
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|
2023
Q4 | $119K | Sell |
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|
2023
Q3 | $101K | Sell |
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|
2023
Q2 | $124K | Sell |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $156K | Sell |
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|
2022
Q3 | $177K | Sell |
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|
2022
Q2 | $168K | Buy |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $190K | Buy |
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|
2021
Q3 | $192K | Buy |
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|
2021
Q2 | $187K | Buy |
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|
2021
Q1 | $97K | Buy |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $62K | Buy |
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|
2020
Q2 | $39K | Buy |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Hold |
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