Blue Bell Private Wealth Management’s Pacer Swan SOS Moderate October ETF PSMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $544K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $480K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $74K | Sell |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $80K | Hold |
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|
2021
Q4 | $81K | Buy |
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