MA
Mutual Advisors’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,560
| Closed | -$623K | – | 1137 |
|
|
2024
Q1 | $623K | Sell |
12,560
-24,552
| -66% | -$1.22M | 0.02% | 621 |
|
|
2023
Q4 | $1.71M | Sell |
37,112
-7,140
| -16% | -$328K | 0.06% | 308 |
|
|
2023
Q3 | $1.81M | Buy |
+44,252
| New | +$1.81M | 0.07% | 280 |
|
|
2023
Q2 | – | Sell |
-44,442
| Closed | -$1.78M | – | 1050 |
|
|
2023
Q1 | $1.78M | Buy |
+44,442
| New | +$1.78M | 0.07% | 272 |
|
|
2022
Q4 | – | Sell |
-21,958
| Closed | -$808K | – | 960 |
|
|
2022
Q3 | $808K | Buy |
21,958
+12,999
| +145% | +$478K | 0.04% | 426 |
|
|
2022
Q2 | $341K | Buy |
+8,959
| New | +$341K | 0.02% | 636 |
|