Coppell Advisory Solutions’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 |
-123
| Closed | -$4.48K | – | 1977 |
|
2024
Q2 | $4.48K | Buy |
+123
| New | +$4.48K | ﹤0.01% | 1221 |
|
2023
Q4 | $4.47K | Hold |
123
| – | – | ﹤0.01% | 1124 |
|
2023
Q3 | $4.14K | Hold |
123
| – | – | ﹤0.01% | 746 |
|
2023
Q2 | $4.39K | Buy |
+123
| New | +$4.39K | ﹤0.01% | 878 |
|
2023
Q1 | – | Sell |
-123
| Closed | -$4.14K | – | 1150 |
|
2022
Q4 | $4.14K | Buy |
+123
| New | +$4.14K | ﹤0.01% | 750 |
|