Bogart Wealth LLC’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,250
| Closed | -$37.3K | – | 1124 |
|
|
2023
Q4 | $37.3K | Hold |
1,250
| – | – | ﹤0.01% | 419 |
|
|
2023
Q3 | $32.4K | Hold |
1,250
| – | – | ﹤0.01% | 406 |
|
|
2023
Q2 | $36.5K | Hold |
1,250
| – | – | ﹤0.01% | 379 |
|
|
2023
Q1 | $37.1K | Hold |
1,250
| – | – | ﹤0.01% | 370 |
|
|
2022
Q4 | $36.3K | Hold |
1,250
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $36K | Buy |
+1,250
| New | +$36K | ﹤0.01% | 346 |
|