Richard W. Paul & Associates’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 |
-1,037
| Closed | -$37.8K | – | 528 |
|
|
2024
Q2 | $37.8K | Sell |
1,037
-113
| -10% | -$4.12K | 0.01% | 219 |
|
|
2024
Q1 | $43.7K | Sell |
1,150
-250
| -18% | -$9.51K | 0.02% | 222 |
|
|
2023
Q4 | $50.9K | Sell |
1,400
-80
| -5% | -$2.91K | 0.02% | 216 |
|
|
2023
Q3 | $44.6K | Sell |
1,480
-144
| -9% | -$4.34K | 0.02% | 212 |
|
|
2023
Q2 | $58.4K | Buy |
1,624
+16
| +1% | +$575 | 0.03% | 212 |
|
|
2023
Q1 | $53.4K | Sell |
1,608
-7
| -0.4% | -$232 | 0.02% | 216 |
|
|
2022
Q4 | $54.3K | Buy |
+1,615
| New | +$54.3K | 0.03% | 214 |
|