Allworth Financial’s Pacer WealthShield ETF PWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.9K | Hold |
2,898
| – | – | ﹤0.01% | 1609 |
|
|
2025
Q1 | $89.1K | Sell |
2,898
-2,409
| -45% | -$74.1K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $169K | Sell |
5,307
-4,873
| -48% | -$155K | ﹤0.01% | 1005 |
|
|
2024
Q3 | $322K | Hold |
10,180
| – | – | ﹤0.01% | 688 |
|
|
2024
Q2 | $303K | Sell |
10,180
-500
| -5% | -$14.9K | ﹤0.01% | 694 |
|
|
2024
Q1 | $315K | Buy |
+10,680
| New | +$315K | ﹤0.01% | 658 |
|