CWA
Core Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-152,771
| Closed | -$7.11M | – | 61 |
|
2024
Q3 | $7.11M | Buy |
152,771
+9,698
| +7% | +$451K | 2.28% | 11 |
|
2024
Q2 | $6.23M | Buy |
143,073
+20,572
| +17% | +$896K | 2.14% | 12 |
|
2024
Q1 | $6.02M | Buy |
+122,501
| New | +$6.02M | 2.05% | 12 |
|