CWM
BTEC

Cornerstone Wealth Management’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Cornerstone Wealth Management’s Portfolio BTEC Stock Details BTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-17,506
Closed -$1.07M – 493
2021
Q2 		$1.07M Buy
17,506
+530
+3% +$32.3K 0.11% 179
2021
Q1 		$982K Sell
16,976
-8,143
-32% -$471K 0.12% 174
2020
Q4 		$1.48M Buy
+25,119
New +$1.48M 0.19% 113