Carson Wealth (CWM LLC)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36K | Buy |
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|
2025
Q2 | $36K | Buy |
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|
2025
Q1 | $33K | Buy |
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|
2024
Q4 | $33K | Sell |
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|
2024
Q3 | $41K | Buy |
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|
2024
Q2 | $34K | Hold |
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|
2024
Q1 | $36K | Hold |
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|
2023
Q4 | $37K | Sell |
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|
2023
Q3 | $48K | Buy |
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|
2023
Q2 | $44K | Sell |
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|
2023
Q1 | $57K | Buy |
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|
2022
Q4 | $3K | Sell |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q2 | $42K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $42K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $42K | Buy |
|