Carson Wealth (CWM LLC)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $102K | Hold |
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|
2025
Q2 | $94K | Buy |
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|
2025
Q1 | $61K | Buy |
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|
2024
Q4 | $63K | Hold |
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|
2024
Q3 | $62K | Buy |
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|
2024
Q2 | $45K | Hold |
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|
2024
Q1 | $43K | Buy |
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|
2023
Q4 | $39K | Sell |
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|
2023
Q3 | $61K | Sell |
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|
2023
Q2 | $116K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $52K | Sell |
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|
2022
Q3 | $56K | Buy |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $47K | Buy |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $39K | Hold |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $39K | Buy |
|