Fortem Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,994
| Closed | -$265K | – | 174 |
|
|
2023
Q1 | $265K | Sell |
7,994
-75,345
| -90% | -$2.5M | 0.17% | 125 |
|
|
2022
Q4 | $2.8M | Sell |
83,339
-10,504
| -11% | -$353K | 1.64% | 11 |
|
|
2022
Q3 | $3.23M | Buy |
93,843
+3,082
| +3% | +$106K | 2.23% | 6 |
|
|
2022
Q2 | $2.93M | Buy |
90,761
+62,910
| +226% | +$2.03M | 1.91% | 7 |
|
|
2022
Q1 | $1.1M | Buy |
27,851
+17,283
| +164% | +$684K | 0.48% | 83 |
|
|
2021
Q4 | $500K | Sell |
10,568
-2,282
| -18% | -$108K | 0.23% | 116 |
|
|
2021
Q3 | $702K | Buy |
12,850
+1,714
| +15% | +$93.6K | 0.36% | 95 |
|
|
2021
Q2 | $678K | Buy |
11,136
+1,220
| +12% | +$74.3K | 0.34% | 95 |
|
|
2021
Q1 | $574K | Buy |
+9,916
| New | +$574K | 0.33% | 93 |
|