Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,584
| Closed | -$237K | – | 3424 |
|
|
2023
Q2 | $237K | Sell |
6,584
-111
| -2% | -$3.99K | ﹤0.01% | 2959 |
|
|
2023
Q1 | $222K | Sell |
6,695
-34
| -0.5% | -$1.13K | ﹤0.01% | 2991 |
|
|
2022
Q4 | $226K | Sell |
6,729
-71
| -1% | -$2.39K | ﹤0.01% | 2921 |
|
|
2022
Q3 | $234K | Hold |
6,800
| – | – | ﹤0.01% | 2865 |
|
|
2022
Q2 | $219K | Sell |
6,800
-43
| -0.6% | -$1.39K | ﹤0.01% | 2944 |
|
|
2022
Q1 | $271K | Buy |
6,843
+262
| +4% | +$10.4K | ﹤0.01% | 2946 |
|
|
2021
Q4 | $311K | Buy |
6,581
+2,773
| +73% | +$131K | ﹤0.01% | 2890 |
|
|
2021
Q3 | $208K | Buy |
3,808
+167
| +5% | +$9.12K | ﹤0.01% | 3116 |
|
|
2021
Q2 | $222K | Buy |
+3,641
| New | +$222K | ﹤0.01% | 3091 |
|