CWM
Circle Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.5M | Buy |
66,535
+910
| +1% | +$34.1K | 0.06% | 63 |
|
|
2024
Q4 | $2.89M | Sell |
65,625
-1,797
| -3% | -$79.1K | 0.06% | 59 |
|
|
2024
Q3 | $3.14M | Buy |
67,422
+3,690
| +6% | +$172K | 0.07% | 59 |
|
|
2024
Q2 | $2.78M | Buy |
63,732
+20,618
| +48% | +$898K | 0.06% | 58 |
|
|
2024
Q1 | $2.12M | Buy |
+43,114
| New | +$2.12M | 0.05% | 68 |
|