Avantax Advisory Services’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
11,073
| – | – | ﹤0.01% | 1827 |
|
|
2025
Q1 | $318K | Buy |
11,073
+2,750
| +33% | +$78.9K | ﹤0.01% | 1794 |
|
|
2024
Q4 | $242K | Hold |
8,323
| – | – | ﹤0.01% | 1933 |
|
|
2024
Q3 | $238K | Hold |
8,323
| – | – | ﹤0.01% | 1911 |
|
|
2024
Q2 | $232K | Hold |
8,323
| – | – | ﹤0.01% | 1872 |
|
|
2024
Q1 | $225K | Sell |
8,323
-1,775
| -18% | -$48.1K | ﹤0.01% | 1474 |
|
|
2023
Q4 | $261K | Sell |
10,098
-1,500
| -13% | -$38.7K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $282K | Sell |
11,598
-1,075
| -8% | -$26.1K | ﹤0.01% | 1231 |
|
|
2023
Q2 | $310K | Hold |
12,673
| – | – | ﹤0.01% | 1169 |
|
|
2023
Q1 | $294K | Hold |
12,673
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q4 | $279K | Sell |
12,673
-122
| -1% | -$2.68K | ﹤0.01% | 1141 |
|
|
2022
Q3 | $261K | Hold |
12,795
| – | – | ﹤0.01% | 1066 |
|
|
2022
Q2 | $265K | Hold |
12,795
| – | – | ﹤0.01% | 1064 |
|
|
2022
Q1 | $288K | Buy |
+12,795
| New | +$288K | ﹤0.01% | 1022 |
|