Principle Wealth Partners’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
25,225
-6,000
| -19% | -$154K | 0.04% | 208 |
|
|
2025
Q1 | $659K | Hold |
31,225
| – | – | 0.05% | 195 |
|
|
2024
Q4 | $565K | Hold |
31,225
| – | – | 0.04% | 210 |
|
|
2024
Q3 | $578K | Hold |
31,225
| – | – | 0.04% | 212 |
|
|
2024
Q2 | $486K | Hold |
31,225
| – | – | 0.04% | 223 |
|
|
2024
Q1 | $513K | Hold |
31,225
| – | – | 0.04% | 219 |
|
|
2023
Q4 | $446K | Hold |
31,225
| – | – | 0.04% | 217 |
|
|
2023
Q3 | $367K | Sell |
31,225
-4,580
| -13% | -$53.8K | 0.04% | 235 |
|
|
2023
Q2 | $550K | Hold |
35,805
| – | – | 0.06% | 191 |
|
|
2023
Q1 | $566K | Hold |
35,805
| – | – | 0.06% | 179 |
|
|
2022
Q4 | $432K | Buy |
+35,805
| New | +$432K | 0.05% | 207 |
|