Elevated Capital Advisors’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
Q1 | – | Sell |
-8,275
| Closed | -$301K | – | 189 |
|
|
2023
Q4 | $301K | Buy |
8,275
+300
| +4% | +$10.9K | 0.09% | 155 |
|
|
2023
Q3 | $240K | Buy |
7,975
+449
| +6% | +$13.5K | 0.08% | 158 |
|
|
2023
Q2 | $270K | Buy |
+7,526
| New | +$270K | 0.09% | 162 |
|
|
2022
Q4 | – | Sell |
-7,403
| Closed | -$254K | – | 176 |
|
|
2022
Q3 | $254K | Buy |
+7,403
| New | +$254K | 0.1% | 137 |
|
|
2022
Q1 | $505K | Buy |
+12,766
| New | +$505K | 0.17% | 138 |
|
|
2021
Q3 | $635K | Buy |
+11,619
| New | +$635K | 0.22% | 130 |
|
|
2021
Q1 | $635K | Buy |
11,145
+796
| +8% | +$45.4K | 0.25% | 115 |
|
|
2020
Q4 | $608K | Buy |
10,349
+1,254
| +14% | +$73.7K | 0.26% | 109 |
|
|
2020
Q3 | $471K | Buy |
+9,095
| New | +$471K | 0.22% | 122 |
|