PSI Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,908
| Closed | -$179K | – | 913 |
|
|
2024
Q2 | $179K | Sell |
4,908
-291
| -6% | -$10.5K | 0.06% | 131 |
|
|
2024
Q1 | $198K | Hold |
5,199
| – | – | 0.07% | 128 |
|
|
2023
Q4 | $189K | Sell |
5,199
-47
| -0.9% | -$1.4K | 0.07% | 135 |
|
|
2023
Q3 | $158K | Sell |
5,246
-321
| -6% | -$10.8K | 0.07% | 141 |
|
|
2023
Q2 | $200K | Hold |
5,567
| – | – | 0.09% | 121 |
|
|
2023
Q1 | $185K | Buy |
5,567
+98
| +2% | +$3.41K | 0.09% | 120 |
|
|
2022
Q4 | $184K | Sell |
5,469
-584
| -10% | -$19.7K | 0.1% | 112 |
|
|
2022
Q3 | $208K | Sell |
6,053
-479
| -7% | -$17.4K | 0.11% | 111 |
|
|
2022
Q2 | $210K | Sell |
6,532
-190
| -3% | -$6.34K | 0.1% | 120 |
|
|
2022
Q1 | $266K | Buy |
6,722
+65
| +1% | +$2.57K | 0.11% | 117 |
|
|
2021
Q4 | $315K | Buy |
6,657
+180
| +3% | +$9.28K | 0.13% | 117 |
|
|
2021
Q3 | $354K | Buy |
6,477
+571
| +10% | +$32.3K | 0.16% | 104 |
|
|
2021
Q2 | $359K | Buy |
5,906
+610
| +12% | +$34.9K | 0.19% | 98 |
|
|
2021
Q1 | $306K | Buy |
5,296
+770
| +17% | +$48.2K | 0.18% | 101 |
|
|
2020
Q4 | $265K | Buy |
+4,526
| New | +$244K | 0.18% | 102 |
|
|
2020
Q1 | – | Sell |
-4,360
| Closed | -$168K | – | 639 |
|
|
2019
Q4 | $168K | Buy |
+4,360
| New | +$153K | 0.11% | 141 |
|
PSI Advisors's BTEC Position: Q3 2024 in Review
PSI Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 4,908 shares — an estimated $179K sold.
PSI Advisors first reported a position in BTEC in Q4 2019 and held it in 16 quarters. The position peaked at $359K in Q2 2021. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.
- PSI Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
- PSI Advisors sold 4,908 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $179K.
- PSI Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2019 and held it in 16 quarters.
- PSI Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $359K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.
Based on PSI Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.