BWM
BKM Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
5,633
+135
| +2% | +$5.38K | 0.09% | 150 |
|
|
2025
Q1 | $206K | Sell |
5,498
-26
| -0.5% | -$975 | 0.08% | 150 |
|
|
2024
Q4 | $243K | Buy |
5,524
+146
| +3% | +$6.43K | 0.1% | 147 |
|
|
2024
Q3 | $250K | Buy |
5,378
+40
| +0.7% | +$1.86K | 0.1% | 148 |
|
|
2024
Q2 | $233K | Buy |
5,338
+25
| +0.5% | +$1.09K | 0.11% | 135 |
|
|
2024
Q1 | $261K | Sell |
5,313
-1,284
| -19% | -$63.1K | 0.11% | 141 |
|
|
2023
Q4 | $317K | Buy |
+6,597
| New | +$317K | 0.14% | 128 |
|