Steward Partners Investment Advisory’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-250
Closed -$11K 3345
2022
Q1
$11K Buy
250
+25
+11% +$1.1K ﹤0.01% 2629
2021
Q4
$10K Buy
+225
New +$10K ﹤0.01% 2604