BWA
Burt Wealth Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
46,544
+789
| +2% | +$39K | 0.53% | 28 |
|
|
2025
Q1 | $2.19M | Sell |
45,755
-2,040
| -4% | -$97.8K | 0.55% | 26 |
|
|
2024
Q4 | $2.35M | Hold |
47,795
| – | – | 0.6% | 25 |
|
|
2024
Q3 | $2.37M | Hold |
47,795
| – | – | 0.58% | 24 |
|
|
2024
Q2 | $2.32M | Sell |
47,795
-5,092
| -10% | -$248K | 0.61% | 24 |
|
|
2024
Q1 | $2.47M | Buy |
52,887
+4,235
| +9% | +$197K | 0.63% | 24 |
|
|
2023
Q4 | $1.99M | Buy |
+48,652
| New | +$1.99M | 0.57% | 24 |
|