LPL Financial’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 | $218K | Sell |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $781K | Sell |
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|
2021
Q4 | $7.52M | Buy |
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|
2021
Q3 | $7.62M | Buy |
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|
2021
Q2 | $7.51M | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $205K | Buy |
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