Graves Light Lenhart Wealth’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,961
| Closed | -$72K | – | 579 |
|
|
2022
Q2 | $72K | Hold |
1,961
| – | – | 0.01% | 267 |
|
|
2022
Q1 | $84K | Hold |
1,961
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $87K | Hold |
1,961
| – | – | 0.01% | 325 |
|
|
2021
Q3 | $79K | Hold |
1,961
| – | – | 0.01% | 313 |
|
|
2021
Q2 | $78K | Hold |
1,961
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $72K | Hold |
1,961
| – | – | 0.01% | 329 |
|
|
2020
Q4 | $70K | Buy |
+1,961
| New | +$70K | 0.01% | 317 |
|