AE Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.05K | Buy |
249
+21
| +9% | +$679 | ﹤0.01% | 1905 |
|
2025
Q1 | $6.69K | Buy |
228
+14
| +7% | +$411 | ﹤0.01% | 1903 |
|
2024
Q4 | $6.42K | Buy |
+214
| New | +$6.42K | ﹤0.01% | 1892 |
|
2021
Q3 | – | Sell |
-20,406
| Closed | -$823K | – | 1676 |
|
2021
Q2 | $823K | Buy |
+20,406
| New | +$823K | 0.01% | 904 |
|
2021
Q1 | – | Sell |
-8,157
| Closed | -$292K | – | 1544 |
|
2020
Q4 | $292K | Sell |
8,157
-167,578
| -95% | -$6M | ﹤0.01% | 1152 |
|
2020
Q3 | $6.21M | Buy |
+175,735
| New | +$6.21M | 0.09% | 203 |
|