Global Retirement Partners’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 |
-68
| Closed | -$2.48K | – | 3674 |
|
|
2024
Q2 | $2.48K | Hold |
68
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q1 | $2.59K | Hold |
68
| – | – | ﹤0.01% | 2648 |
|
|
2023
Q4 | $2.43K | Hold |
68
| – | – | ﹤0.01% | 2598 |
|
|
2023
Q3 | $1.96K | Hold |
68
| – | – | ﹤0.01% | 2549 |
|
|
2023
Q2 | $2.44K | Hold |
68
| – | – | ﹤0.01% | 2465 |
|
|
2023
Q1 | $2.43K | Hold |
68
| – | – | ﹤0.01% | 2428 |
|
|
2022
Q4 | $2.29K | Hold |
68
| – | – | ﹤0.01% | 2309 |
|
|
2022
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 2343 |
|
|
2022
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 2307 |
|
|
2022
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 2271 |
|
|
2021
Q4 | – | Sell |
-68
| Closed | -$4K | – | 1913 |
|
|
2021
Q3 | $4K | Sell |
68
-490
| -88% | -$28.8K | ﹤0.01% | 1721 |
|
|
2021
Q2 | $34K | Sell |
558
-38
| -6% | -$2.32K | ﹤0.01% | 1009 |
|
|
2021
Q1 | $34K | Buy |
+596
| New | +$34K | ﹤0.01% | 925 |
|