CWM
Centric Wealth Management’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.87M | Buy |
195,113
+3,048
| +2% | +$154K | 2.36% | 7 |
|
|
2025
Q1 | $9.21M | Buy |
192,065
+6,104
| +3% | +$293K | 2.42% | 5 |
|
|
2024
Q4 | $9.16M | Buy |
185,961
+595
| +0.3% | +$29.3K | 2.47% | 6 |
|
|
2024
Q3 | $9.47M | Buy |
185,366
+2,610
| +1% | +$133K | 2.52% | 5 |
|
|
2024
Q2 | $8.75M | Buy |
182,756
+873
| +0.5% | +$41.8K | 2.52% | 6 |
|
|
2024
Q1 | $8.08M | Sell |
181,883
-5,156
| -3% | -$229K | 2.57% | 5 |
|
|
2023
Q4 | $8.03M | Buy |
+187,039
| New | +$8.03M | 2.64% | 5 |
|