Concurrent Investment Advisors’s Pacer WealthShield ETF PWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
21,278
-8,350
| -28% | -$253K | 0.01% | 753 |
|
|
2025
Q1 | $913K | Sell |
29,628
-792
| -3% | -$24.4K | 0.02% | 565 |
|
|
2024
Q4 | $925K | Hold |
30,420
| – | – | 0.02% | 510 |
|
|
2024
Q3 | $961K | Hold |
30,420
| – | – | 0.03% | 469 |
|
|
2024
Q2 | $898K | Buy |
+30,420
| New | +$898K | 0.03% | 450 |
|