IAG Wealth Partners’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-193
| Closed | -$7.66K | – | 484 |
|
|
2023
Q3 | $7.66K | Hold |
193
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $8.26K | Hold |
193
| – | – | ﹤0.01% | 333 |
|
|
2023
Q1 | $8.28K | Hold |
193
| – | – | ﹤0.01% | 336 |
|
|
2022
Q4 | $7.41K | Hold |
193
| – | – | ﹤0.01% | 320 |
|
|
2022
Q3 | $7K | Hold |
193
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $8K | Hold |
193
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $9K | Hold |
193
| – | – | ﹤0.01% | 314 |
|
|
2021
Q4 | $11K | Hold |
193
| – | – | ﹤0.01% | 293 |
|
|
2021
Q3 | $12K | Hold |
193
| – | – | ﹤0.01% | 254 |
|
|
2021
Q2 | $13K | Hold |
193
| – | – | ﹤0.01% | 236 |
|
|
2021
Q1 | $12K | Buy |
+193
| New | +$12K | ﹤0.01% | 248 |
|