Wealth Enhancement Advisory Services’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Sell |
97,989
-1,102
| -1% | -$55.5K | 0.01% | 901 |
|
|
2025
Q1 | $4.86M | Sell |
99,091
-3,967
| -4% | -$195K | 0.01% | 845 |
|
|
2024
Q4 | $5.1M | Sell |
103,058
-4,281
| -4% | -$212K | 0.01% | 792 |
|
|
2024
Q3 | $5.38M | Sell |
107,339
-7,603
| -7% | -$381K | 0.01% | 696 |
|
|
2024
Q2 | $5.28M | Sell |
114,942
-15,787
| -12% | -$726K | 0.01% | 668 |
|
|
2024
Q1 | $6.13M | Sell |
130,729
-25,142
| -16% | -$1.18M | 0.02% | 612 |
|
|
2023
Q4 | $6.76M | Sell |
155,871
-58,559
| -27% | -$2.54M | 0.02% | 523 |
|
|
2023
Q3 | $8.44M | Buy |
+214,430
| New | +$8.44M | 0.03% | 446 |
|