Destiny Wealth Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,137
| Closed | -$33K | – | 706 |
|
|
2022
Q3 | $33K | Hold |
1,137
| – | – | 0.01% | 313 |
|
|
2022
Q2 | $39K | Sell |
1,137
-8,297
| -88% | -$285K | 0.01% | 300 |
|
|
2022
Q1 | $368K | Sell |
9,434
-3,725
| -28% | -$145K | 0.07% | 113 |
|
|
2021
Q4 | $570K | Hold |
13,159
| – | – | 0.11% | 104 |
|
|
2021
Q3 | $512K | Sell |
13,159
-1,799
| -12% | -$70K | 0.1% | 106 |
|
|
2021
Q2 | $603K | Buy |
14,958
+1,637
| +12% | +$66K | 0.12% | 111 |
|
|
2021
Q1 | $482K | Sell |
13,321
-7,587
| -36% | -$275K | 0.1% | 102 |
|
|
2020
Q4 | $750K | Buy |
+20,908
| New | +$750K | 0.16% | 85 |
|