Caliber Wealth Management (Utah)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-127,726
| Closed | -$6M | – | 56 |
|
|
2023
Q1 | $6M | Sell |
127,726
-60,697
| -32% | -$2.85M | 4.49% | 2 |
|
|
2022
Q4 | $8.71M | Buy |
188,423
+75,109
| +66% | +$3.47M | 6.66% | 2 |
|
|
2022
Q3 | $4.65M | Buy |
113,314
+2,169
| +2% | +$89K | 3.67% | 2 |
|
|
2022
Q2 | $4.79M | Buy |
111,145
+8,160
| +8% | +$351K | 3.72% | 3 |
|
|
2022
Q1 | $5.13M | Buy |
102,985
+25,456
| +33% | +$1.27M | 3.27% | 3 |
|
|
2021
Q4 | $3.75M | Buy |
+77,529
| New | +$3.75M | 2.59% | 6 |
|