CWA
Core Wealth Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,370
| Closed | -$48.2K | – | 272 |
|
|
2022
Q4 | $48.2K | Sell |
1,370
-388,939
| -100% | -$13.7M | 0.02% | 81 |
|
|
2022
Q3 | $12.5M | Buy |
390,309
+33,765
| +9% | +$1.08M | 7.26% | 3 |
|
|
2022
Q2 | $12.3M | Buy |
356,544
+75,989
| +27% | +$2.63M | 7.59% | 4 |
|
|
2022
Q1 | $11.1M | Buy |
+280,555
| New | +$11.1M | 6.21% | 6 |
|