Richard W. Paul & Associates, LLC Principal ETF Principal Health Transaction History

Richard W. Paul & Associates, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$33.52 - $37.72 $3,787 - $4,262	-113 Reduced 9.83%	1,037 $37.8 Million
Q1 2024 May 14, 2024	SELL	$35.22 - $39.75 $8,805 - $9,937	-250 Reduced 17.86%	1,150 $43.7 Million
Q4 2023 Jan 23, 2024	SELL	$26.01 - $37.09 $2,080 - $2,967	-80 Reduced 5.41%	1,400 $50.9 Million
Q3 2023 Oct 12, 2023	SELL	$29.59 - $36.66 $4,260 - $5,279	-144 Reduced 8.87%	1,480 $44.6 Million
Q2 2023 Jul 25, 2023	BUY	$32.75 - $37.99 $524 - $607	16 Added 1.0%	1,624 $58.4 Million
Q1 2023 Apr 24, 2023	SELL	$31.99 - $37.9 $223 - $265	-7 Reduced 0.43%	1,608 $53.4 Million
Q4 2022 Feb 07, 2023	BUY	$31.95 - $35.3 $51,599 - $57,009	1,615 New	1,615 $54.3 Million

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