CNWM
Clay Northam Wealth Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,145
| Closed | -$266K | – | 95 |
|
2024
Q3 | $266K | Hold |
6,145
| – | – | 0.18% | 70 |
|
2024
Q2 | $232K | Hold |
6,145
| – | – | 0.18% | 72 |
|
2024
Q1 | $244K | Hold |
6,145
| – | – | 0.2% | 71 |
|
2023
Q4 | $257K | Hold |
6,145
| – | – | 0.23% | 65 |
|
2023
Q3 | $216K | Hold |
6,145
| – | – | 0.21% | 69 |
|
2023
Q2 | $240K | Hold |
6,145
| – | – | 0.23% | 66 |
|
2023
Q1 | $249K | Hold |
6,145
| – | – | 0.26% | 64 |
|
2022
Q4 | $226K | Hold |
6,145
| – | – | 0.26% | 64 |
|
2022
Q3 | $217K | Hold |
6,145
| – | – | 0.27% | 68 |
|
2022
Q2 | $251K | Buy |
6,145
+200
| +3% | +$8.17K | 0.31% | 62 |
|
2022
Q1 | $302K | Buy |
+5,945
| New | +$302K | 0.31% | 60 |
|