Blue Bell Private Wealth Management’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $278K | Buy |
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|
2025
Q2 | $229K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $211K | Hold |
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|
2023
Q4 | $198K | Sell |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $73.5K | Hold |
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|
2023
Q1 | $68K | Sell |
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|
2022
Q4 | $93K | Sell |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $42K | Hold |
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|
2021
Q4 | $42K | Buy |
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