Global Retirement Partners’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $28K | Buy |
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|
2023
Q2 | $30.7K | Sell |
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|
2023
Q1 | $67.4K | Sell |
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|
2022
Q4 | $68.8K | Hold |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $76K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $115K | Sell |
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|
2021
Q2 | $127K | Sell |
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|
2021
Q1 | $117K | Buy |
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|
2020
Q4 | $105K | Hold |
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|
2020
Q3 | $88K | Buy |
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|
2020
Q2 | $61K | Hold |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $90K | Hold |
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|
2019
Q3 | $82K | Sell |
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|
2019
Q2 | $93K | Buy |
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|
2019
Q1 | $89K | Buy |
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|
2018
Q4 | $41K | Hold |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $47K | Hold |
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|
2017
Q4 | $46K | Buy |
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|
2017
Q3 | $10K | Buy |
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