Atria Investments’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 | $430K | Buy |
14,163
+25
| +0.2% | +$758 | 0.01% | 1509 |
|
|
2025
Q1 | $436K | Buy |
14,138
+45
| +0.3% | +$1.39K | 0.01% | 1426 |
|
|
2024
Q4 | $429K | Sell |
14,093
-926
| -6% | -$28.2K | 0.01% | 1403 |
|
|
2024
Q3 | $475K | Buy |
15,019
+628
| +4% | +$19.8K | 0.01% | 1354 |
|
|
2024
Q2 | $425K | Buy |
+14,391
| New | +$425K | 0.01% | 1388 |
|
|
2022
Q1 | – | Sell |
-90,667
| Closed | -$3M | – | 911 |
|
|
2021
Q4 | $3M | Sell |
90,667
-65,489
| -42% | -$2.16M | 0.05% | 409 |
|
|
2021
Q3 | $4.98M | Buy |
156,156
+1,769
| +1% | +$56.4K | 0.09% | 249 |
|
|
2021
Q2 | $5M | Sell |
154,387
-18,158
| -11% | -$588K | 0.1% | 239 |
|
|
2021
Q1 | $5.38M | Sell |
172,545
-268,374
| -61% | -$8.36M | 0.12% | 201 |
|
|
2020
Q4 | $12.9M | Buy |
+440,919
| New | +$12.9M | 0.31% | 71 |
|