Blue Bell Private Wealth Management’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 | $37.5K | Sell |
1,232
-41
| -3% | -$1.25K | 0.01% | 412 |
|
|
2025
Q1 | $36.5K | Sell |
1,273
-21
| -2% | -$602 | 0.01% | 409 |
|
|
2024
Q4 | $37.7K | Sell |
1,294
-117
| -8% | -$3.41K | 0.01% | 391 |
|
|
2024
Q3 | $40.3K | Hold |
1,411
| – | – | 0.01% | 393 |
|
|
2024
Q2 | $39.3K | Sell |
1,411
-41
| -3% | -$1.14K | 0.01% | 381 |
|
|
2024
Q1 | $39.3K | Sell |
1,452
-48
| -3% | -$1.3K | 0.01% | 381 |
|
|
2023
Q4 | $38.7K | Hold |
1,500
| – | – | 0.01% | 357 |
|
|
2023
Q3 | $36.4K | Hold |
1,500
| – | – | 0.01% | 293 |
|
|
2023
Q2 | $36.7K | Hold |
1,500
| – | – | 0.01% | 291 |
|
|
2023
Q1 | $34.7K | Buy |
+1,500
| New | +$34.7K | 0.01% | 261 |
|