Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,244
| Closed | -$615K | – | 144 |
|
|
2024
Q4 | $615K | Buy |
10,244
+150
| +1% | +$9K | 0.27% | 92 |
|
|
2024
Q3 | $575K | Buy |
10,094
+361
| +4% | +$20.6K | 0.28% | 99 |
|
|
2024
Q2 | $528K | Buy |
9,733
+809
| +9% | +$43.9K | 0.29% | 97 |
|
|
2024
Q1 | $458K | Buy |
8,924
+1,593
| +22% | +$81.8K | 0.26% | 111 |
|
|
2023
Q4 | $343K | Buy |
7,331
+56
| +0.8% | +$2.62K | 0.12% | 170 |
|
|
2023
Q3 | $312K | Buy |
+7,275
| New | +$312K | 0.1% | 195 |
|