Principal Financial Group’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,110
| Closed | -$224K | – | 2454 |
|
|
2023
Q2 | $224K | Buy |
5,110
+434
| +9% | +$19K | ﹤0.01% | 2152 |
|
|
2023
Q1 | $207K | Buy |
+4,676
| New | +$207K | ﹤0.01% | 2175 |
|
|
2022
Q4 | – | Sell |
-4,421
| Closed | -$204K | – | 2496 |
|
|
2022
Q3 | $204K | Buy |
+4,421
| New | +$204K | ﹤0.01% | 2200 |
|
|
2022
Q2 | – | Sell |
-9,446
| Closed | -$510K | – | 2582 |
|
|
2022
Q1 | $510K | Sell |
9,446
-3,801
| -29% | -$205K | ﹤0.01% | 2112 |
|
|
2021
Q4 | $793K | Buy |
13,247
+9,341
| +239% | +$559K | ﹤0.01% | 2030 |
|
|
2021
Q3 | $256K | Sell |
3,906
-632
| -14% | -$41.4K | ﹤0.01% | 2353 |
|
|
2021
Q2 | $287K | Sell |
4,538
-13,810
| -75% | -$873K | ﹤0.01% | 2374 |
|
|
2021
Q1 | $894K | Buy |
18,348
+1,363
| +8% | +$66.4K | ﹤0.01% | 2022 |
|
|
2020
Q4 | $701K | Sell |
16,985
-4,148
| -20% | -$171K | ﹤0.01% | 2028 |
|
|
2020
Q3 | $970K | Buy |
21,133
+8,139
| +63% | +$374K | ﹤0.01% | 1877 |
|
|
2020
Q2 | $569K | Buy |
+12,994
| New | +$569K | ﹤0.01% | 1942 |
|
|
2020
Q1 | – | Sell |
-4,875
| Closed | -$229K | – | 2227 |
|
|
2019
Q4 | $229K | Buy |
+4,875
| New | +$229K | ﹤0.01% | 2109 |
|