Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal US Small-Cap ETF PSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
16,351
+3,981
| +32% | +$212K | 0.01% | 1046 |
|
|
2025
Q1 | $601K | Buy |
12,370
+822
| +7% | +$39.9K | 0.01% | 1141 |
|
|
2024
Q4 | $592K | Buy |
11,548
+7,594
| +192% | +$389K | 0.01% | 1087 |
|
|
2024
Q3 | $205K | Buy |
+3,954
| New | +$205K | ﹤0.01% | 1517 |
|
|
2022
Q4 | – | Sell |
-112
| Closed | -$4K | – | 3437 |
|
|
2022
Q3 | $4K | Hold |
112
| – | – | ﹤0.01% | 2875 |
|
|
2022
Q2 | $4K | Hold |
112
| – | – | ﹤0.01% | 2863 |
|
|
2022
Q1 | $5K | Buy |
+112
| New | +$5K | ﹤0.01% | 2902 |
|