Carson Wealth (CWM LLC)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Buy |
1,121
+4
| +0.4% | +$128 | ﹤0.01% | 3517 |
|
|
2025
Q1 | $33K | Buy |
1,117
+5
| +0.4% | +$148 | ﹤0.01% | 3316 |
|
|
2024
Q4 | $33K | Sell |
1,112
-152
| -12% | -$4.51K | ﹤0.01% | 3107 |
|
|
2024
Q3 | $41K | Buy |
1,264
+11
| +0.9% | +$357 | ﹤0.01% | 2852 |
|
|
2024
Q2 | $34K | Hold |
1,253
| – | – | ﹤0.01% | 2754 |
|
|
2024
Q1 | $36K | Hold |
1,253
| – | – | ﹤0.01% | 2522 |
|
|
2023
Q4 | $37K | Sell |
1,253
-616
| -33% | -$18.2K | ﹤0.01% | 2363 |
|
|
2023
Q3 | $48K | Buy |
1,869
+378
| +25% | +$9.71K | ﹤0.01% | 2092 |
|
|
2023
Q2 | $44K | Sell |
1,491
-444
| -23% | -$13.1K | ﹤0.01% | 2079 |
|
|
2023
Q1 | $57K | Buy |
1,935
+1,835
| +1,835% | +$54.1K | ﹤0.01% | 1787 |
|
|
2022
Q4 | $3K | Sell |
100
-577
| -85% | -$17.3K | ﹤0.01% | 3449 |
|
|
2022
Q3 | $19K | Sell |
677
-331
| -33% | -$9.29K | ﹤0.01% | 2263 |
|
|
2022
Q2 | $35K | Sell |
1,008
-354
| -26% | -$12.3K | ﹤0.01% | 1804 |
|
|
2022
Q1 | $53K | Buy |
1,362
+329
| +32% | +$12.8K | ﹤0.01% | 1589 |
|
|
2021
Q4 | $45K | Buy |
+1,033
| New | +$45K | ﹤0.01% | 1613 |
|
|
2021
Q2 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2021
Q1 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q4 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q3 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q2 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q1 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2019
Q4 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2019
Q3 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2019
Q2 | $42K | Hold |
1,031
| – | – | ﹤0.01% | 1470 |
|
|
2019
Q1 | $42K | Buy |
+1,031
| New | +$42K | ﹤0.01% | 1470 |
|