Carson Wealth (CWM LLC)’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
192
| – | – | ﹤0.01% | 4477 |
|
|
2025
Q1 | $7K | Buy |
+192
| New | +$7K | ﹤0.01% | 4302 |
|
|
2023
Q3 | – | Sell |
-351
| Closed | -$12K | – | 4462 |
|
|
2023
Q2 | $12K | Buy |
+351
| New | +$12K | ﹤0.01% | 2984 |
|
|
2022
Q3 | – | Sell |
-287
| Closed | -$10K | – | 4112 |
|
|
2022
Q2 | $10K | Hold |
287
| – | – | ﹤0.01% | 2594 |
|
|
2022
Q1 | $10K | Hold |
287
| – | – | ﹤0.01% | 2485 |
|
|
2021
Q4 | $10K | Buy |
+287
| New | +$10K | ﹤0.01% | 2353 |
|
|
2021
Q2 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2021
Q1 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2020
Q4 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2020
Q3 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2020
Q2 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2020
Q1 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2019
Q4 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2019
Q3 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2019
Q2 | $10K | Hold |
287
| – | – | ﹤0.01% | 2107 |
|
|
2019
Q1 | $10K | Buy |
+287
| New | +$10K | ﹤0.01% | 2107 |
|