Principle Wealth Partners’s OR Royalties Inc OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $659K | Hold |
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|
2024
Q4 | $565K | Hold |
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|
2024
Q3 | $578K | Hold |
|
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|
2024
Q2 | $486K | Hold |
|
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|
2024
Q1 | $513K | Hold |
|
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|
2023
Q4 | $446K | Hold |
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|
2023
Q3 | $367K | Sell |
|
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|
2023
Q2 | $550K | Hold |
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|
2023
Q1 | $566K | Hold |
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|
2022
Q4 | $432K | Buy |
|