SHEETS SMITH WEALTH MANAGEMENT – Principal U.S. Mega-Cap ETF Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$1.26M
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-7.76%
quarter
Principal U.S. Mega-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.70% | -2.25K shares | -189K | $33.76 | 37.32K |
| Q2 2022 | share | Decrease | -0.40% | -160 shares | -247K | $36.6 | 39.58K |
| Q1 2022 | share | Decrease | -10.05% | -4.44K shares | -261K | $42.67 | 39.74K |
| Q4 2021 | share | Decrease | -28.05% | -17.22K shares | -519K | $44.39 | 44.18K |
| Q3 2021 | share | Decrease | -4.74% | -3.05K shares | -84K | $40.16 | 61.40K |
| Q2 2021 | share | Decrease | -18.86% | -14.97K shares | -373K | $39.39 | 64.46K |
| Q1 2021 | share | Decrease | -10.27% | -9.09K shares | -225K | $36.47 | 79.44K |
| Q4 2020 | share | Increase | +1.10% | 959 shares | 267K | $35.24 | 88.53K |
| Q3 2020 | share | Increase | +4.26% | 3.58K shares | 367K | $32.35 | 87.57K |
| Q2 2020 | share | Increase | +14.06% | 10.35K shares | 615K | $29.32 | 83.99K |
| Q1 2020 | share | Increase | 0.00% | 73.64K shares | 1.90M | $25.14 | 73.64K |