WealthCare Investment Partners’s Principal Contrarian Value Index ETF PVAL Stock Holding History

WealthCare Investment Partners’s Portfolio PVAL Stock Details PVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-51,651	Closed	-$1.4M	–	132
2022 Q4	$1.4M	Buy	51,651 +5,601	+12%	+$151K	0.95%	28
2022 Q3	$1.1M	Buy	46,050 +50	+0.1%	+$1.19K	0.91%	30
2022 Q2	$1.13M	Sell	46,000 -475	-1%	-$11.6K	0.96%	34
2022 Q1	$1.3M	Buy	46,475 +38,600	+490%	+$1.08M	1.15%	23
2021 Q4	$220K	Buy	+7,875	New	+$220K	0.21%	96

Other funds holding PVAL

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

WealthCare Investment Partners's PVAL Position: Q1 2023 in Review

WealthCare Investment Partners sold out of Principal Contrarian Value Index ETF (PVAL) in Q1 2023, closing a stake of 51,651 shares — an estimated $1.4M sold.

WealthCare Investment Partners first reported a position in PVAL in Q4 2021 and held it in 5 quarters. The position peaked at $1.4M in Q4 2022. 1 fund tracked by Wall St. Rank holds PVAL as of Q1 2023.

WealthCare Investment Partners reported no remaining Principal Contrarian Value Index ETF position as of Q1 2023 after selling out during the quarter.
WealthCare Investment Partners sold 51,651 Principal Contrarian Value Index ETF shares in Q1 2023, an estimated $1.4M.
WealthCare Investment Partners first reported a position in Principal Contrarian Value Index ETF in Q4 2021 and held it in 5 quarters.
WealthCare Investment Partners's Principal Contrarian Value Index ETF position peaked at $1.4M in Q4 2022.
1 fund tracked by Wall St. Rank held Principal Contrarian Value Index ETF as of Q1 2023.

Based on WealthCare Investment Partners's 13F filing for Q1 2023, filed 10 Apr 2023.