IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-348
| Closed | -$13.7K | – | 3297 |
|
|
2023
Q4 | $13.7K | Buy |
348
+2
| +0.6% | +$79 | ﹤0.01% | 2072 |
|
|
2023
Q3 | $13.7K | Buy |
346
+5
| +1% | +$198 | ﹤0.01% | 2120 |
|
|
2023
Q2 | $14.6K | Buy |
341
+1
| +0.3% | +$43 | ﹤0.01% | 2156 |
|
|
2023
Q1 | $12.6K | Hold |
340
| – | – | ﹤0.01% | 2203 |
|
|
2022
Q4 | $13K | Buy |
340
+5
| +1% | +$191 | ﹤0.01% | 3238 |
|
|
2022
Q3 | $12K | Buy |
335
+2
| +0.6% | +$72 | ﹤0.01% | 3536 |
|
|
2022
Q2 | $12K | Hold |
333
| – | – | ﹤0.01% | 3286 |
|
|
2022
Q1 | $12K | Buy |
+333
| New | +$12K | ﹤0.01% | 3286 |
|