CWM
Circle Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.34M | Sell |
24,405
-1,869
| -7% | -$102K | 0.03% | 98 |
|
|
2024
Q4 | $1.48M | Buy |
26,274
+2,440
| +10% | +$138K | 0.03% | 88 |
|
|
2024
Q3 | $1.38M | Buy |
23,834
+7,069
| +42% | +$409K | 0.03% | 95 |
|
|
2024
Q2 | $914K | Buy |
16,765
+1,820
| +12% | +$99.2K | 0.02% | 102 |
|
|
2024
Q1 | $868K | Buy |
+14,945
| New | +$868K | 0.02% | 105 |
|