Sheets Smith Wealth Management’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $1.96M | Sell |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.56M | Sell |
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|
2021
Q1 | $2.93M | Sell |
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|
2020
Q4 | $3.16M | Buy |
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|
2020
Q3 | $2.89M | Buy |
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|
2020
Q2 | $2.52M | Buy |
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|
2020
Q1 | $1.91M | Buy |
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