PSI Advisors’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-253
| Closed | -$10.1K | – | 905 |
|
|
2023
Q3 | $10.1K | Hold |
253
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $10.8K | Hold |
253
| – | – | ﹤0.01% | 474 |
|
|
2023
Q1 | $10.8K | Hold |
253
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $9.7K | Buy |
253
+1
| +0.4% | +$38 | 0.01% | 431 |
|
|
2022
Q3 | $9K | Hold |
252
| – | – | ﹤0.01% | 452 |
|
|
2022
Q2 | $10K | Buy |
252
+1
| +0.4% | +$40 | ﹤0.01% | 467 |
|
|
2022
Q1 | $12K | Buy |
251
+1
| +0.4% | +$48 | ﹤0.01% | 453 |
|
|
2021
Q4 | $14K | Hold |
250
| – | – | 0.01% | 461 |
|
|
2021
Q3 | $15K | Buy |
+250
| New | +$15K | 0.01% | 438 |
|
|
2020
Q1 | – | Sell |
-125
| Closed | -$5K | – | 653 |
|
|
2019
Q4 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 558 |
|