Blue Bell Private Wealth Management’s Pacer Swan SOS Flex January ETF PSFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $48.3K | Hold |
1,394
| – | – | 0.01% | 394 |
|
2025
Q1 | $45.2K | Hold |
1,394
| – | – | 0.01% | 389 |
|
2024
Q4 | $46.1K | Hold |
1,394
| – | – | 0.01% | 365 |
|
2024
Q3 | $45.1K | Sell |
1,394
-106
| -7% | -$3.43K | 0.01% | 376 |
|
2024
Q2 | $47.2K | Hold |
1,500
| – | – | 0.01% | 362 |
|
2024
Q1 | $45.8K | Hold |
1,500
| – | – | 0.01% | 366 |
|
2023
Q4 | $43.3K | Hold |
1,500
| – | – | 0.01% | 344 |
|
2023
Q3 | $39.7K | Hold |
1,500
| – | – | 0.01% | 287 |
|
2023
Q2 | $40.4K | Hold |
1,500
| – | – | 0.01% | 278 |
|
2023
Q1 | $38K | Hold |
1,500
| – | – | 0.01% | 252 |
|
2022
Q4 | $35.8K | Hold |
1,500
| – | – | 0.01% | 242 |
|
2022
Q3 | $32K | Hold |
1,500
| – | – | 0.01% | 248 |
|
2022
Q2 | $32K | Hold |
1,500
| – | – | 0.01% | 253 |
|
2022
Q1 | $36K | Buy |
+1,500
| New | +$36K | 0.01% | 250 |
|