Raymond James Financial Services Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,297
| Closed | -$412K | – | 3552 |
|
|
2024
Q2 | $412K | Buy |
11,297
+15
| +0.1% | +$547 | ﹤0.01% | 2669 |
|
|
2024
Q1 | $429K | Buy |
11,282
+2,008
| +22% | +$76.3K | ﹤0.01% | 2618 |
|
|
2023
Q4 | $337K | Sell |
9,274
-4,429
| -32% | -$161K | ﹤0.01% | 2656 |
|
|
2023
Q3 | $413K | Sell |
13,703
-32
| -0.2% | -$964 | ﹤0.01% | 2435 |
|
|
2023
Q2 | $493K | Buy |
13,735
+1,285
| +10% | +$46.2K | ﹤0.01% | 2357 |
|
|
2023
Q1 | $413K | Sell |
12,450
-1,536
| -11% | -$51K | ﹤0.01% | 2453 |
|
|
2022
Q4 | $470K | Buy |
13,986
+1,289
| +10% | +$43.3K | ﹤0.01% | 2296 |
|
|
2022
Q3 | $436K | Sell |
12,697
-2,130
| -14% | -$73.1K | ﹤0.01% | 2333 |
|
|
2022
Q2 | $478K | Sell |
14,827
-1,233
| -8% | -$39.8K | ﹤0.01% | 2301 |
|
|
2022
Q1 | $636K | Buy |
16,060
+579
| +4% | +$22.9K | ﹤0.01% | 2232 |
|
|
2021
Q4 | $732K | Sell |
15,481
-4,347
| -22% | -$206K | ﹤0.01% | 2148 |
|
|
2021
Q3 | $1.08M | Buy |
19,828
+7,237
| +57% | +$395K | ﹤0.01% | 1901 |
|
|
2021
Q2 | $767K | Buy |
12,591
+2,593
| +26% | +$158K | ﹤0.01% | 2118 |
|
|
2021
Q1 | $579K | Buy |
9,998
+380
| +4% | +$22K | ﹤0.01% | 2194 |
|
|
2020
Q4 | $565K | Buy |
9,618
+785
| +9% | +$46.1K | ﹤0.01% | 2064 |
|
|
2020
Q3 | $421K | Buy |
8,833
+1,146
| +15% | +$54.6K | ﹤0.01% | 2079 |
|
|
2020
Q2 | $343K | Buy |
+7,687
| New | +$343K | ﹤0.01% | 2153 |
|