Principal Exchange Traded Fd spectrum p shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Principal Exchange Traded Fd spectrum p (PREF) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Principal Exchange Traded Fd spectrum p
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All positions including Principal Exchange Traded Fd spectrum p held by Coastal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Principal Exchange Traded Fd spectrum p by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $212k | 12k | 18.22 |
| 2024-03-31 | $268k | 15k | 18.15 |
| 2023-12-31 | $365k | 21k | 17.51 |
| 2023-09-30 | $583k | 34k | 16.95 |
| 2023-06-30 | $583k | 34k | 16.95 |
| 2023-03-31 | $1.0M | 60k | 16.99 |
| 2022-12-31 | $1.1M | 64k | 17.11 |
| 2022-09-30 | $1.3M | 78k | 16.78 |
| 2022-06-30 | $1.5M | 86k | 17.20 |
| 2022-03-31 | $1.7M | 90k | 18.99 |
| 2021-12-31 | $2.3M | 113k | 20.28 |
| 2021-09-30 | $1.3M | 64k | 20.74 |
| 2021-06-30 | $643k | 31k | 20.74 |
| 2019-12-31 | $142k | 1.4k | 100.35 |
| 2019-09-30 | $155k | 1.6k | 99.36 |
| 2019-06-30 | $202k | 2.1k | 96.55 |
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