Richard W. Paul & Associates’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Richard W. Paul & Associates’s Portfolio BTEC Stock Details BTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,037	Closed	-$37.8K	–	528
2024 Q2	$37.8K	Sell	1,037 -113	-10%	-$4.08K	0.01%	219
2024 Q1	$43.7K	Sell	1,150 -250	-18%	-$9.28K	0.02%	222
2023 Q4	$50.9K	Sell	1,400 -80	-5%	-$2.39K	0.02%	216
2023 Q3	$44.6K	Sell	1,480 -144	-9%	-$4.84K	0.02%	212
2023 Q2	$58.4K	Buy	1,624 +16	+1%	+$573	0.03%	212
2023 Q1	$53.4K	Sell	1,608 -7	-0.4%	-$244	0.02%	216
2022 Q4	$54.3K	Buy	+1,615	New	+$54.5K	0.03%	214

Richard W. Paul & Associates's BTEC Position: Q3 2024 in Review

Richard W. Paul & Associates sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 1,037 shares — an estimated $37.8K sold.

Richard W. Paul & Associates first reported a position in BTEC in Q4 2022 and held it in 7 quarters. The position peaked at $58.4K in Q2 2023. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.

Richard W. Paul & Associates reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 1,037 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $37.8K.
Richard W. Paul & Associates first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2022 and held it in 7 quarters.
Richard W. Paul & Associates's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $58.4K in Q2 2023.
0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.

Based on Richard W. Paul & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.