B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,147
| Closed | -$208K | – | 652 |
|
|
2021
Q2 | $208K | Sell |
5,147
-1,000
| -16% | -$40.4K | 0.02% | 376 |
|
|
2021
Q1 | $223K | Sell |
6,147
-175
| -3% | -$6.35K | 0.03% | 347 |
|
|
2020
Q4 | $227K | Sell |
6,322
-1,360
| -18% | -$48.8K | 0.03% | 312 |
|
|
2020
Q3 | $271K | Buy |
7,682
+1,167
| +18% | +$41.2K | 0.03% | 309 |
|
|
2020
Q2 | $232K | Buy |
+6,515
| New | +$232K | 0.03% | 349 |
|