CIA
Concurrent Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.77M | Buy |
133,377
+65,438
| +96% | +$3.32M | 0.13% | 172 |
|
|
2025
Q1 | $3.5M | Buy |
67,939
+19,807
| +41% | +$1.02M | 0.08% | 241 |
|
|
2024
Q4 | $2.57M | Buy |
48,132
+1,756
| +4% | +$93.8K | 0.07% | 266 |
|
|
2024
Q3 | $2.44M | Buy |
46,376
+197
| +0.4% | +$10.4K | 0.07% | 261 |
|
|
2024
Q2 | $2.3M | Buy |
46,179
+18,452
| +67% | +$918K | 0.08% | 242 |
|
|
2024
Q1 | $1.32M | Sell |
27,727
-1,706
| -6% | -$81.4K | 0.05% | 323 |
|
|
2023
Q4 | $1.27M | Buy |
+29,433
| New | +$1.27M | 0.06% | 292 |
|