Financial Advocates Investment Management’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-86,978
| Closed | -$1.75M | – | 794 |
|
2022
Q4 | $1.75M | Buy |
86,978
+27,961
| +47% | +$562K | 0.13% | 185 |
|
2022
Q3 | $1.16M | Sell |
59,017
-20,831
| -26% | -$409K | 0.1% | 223 |
|
2022
Q2 | $1.72M | Sell |
79,848
-33,250
| -29% | -$715K | 0.14% | 180 |
|
2022
Q1 | $2.75M | Buy |
113,098
+14,970
| +15% | +$364K | 0.18% | 132 |
|
2021
Q4 | $2.64M | Sell |
98,128
-11,799
| -11% | -$318K | 0.17% | 143 |
|
2021
Q3 | $2.98M | Sell |
109,927
-10,790
| -9% | -$292K | 0.2% | 121 |
|
2021
Q2 | $3.35M | Buy |
120,717
+12,071
| +11% | +$334K | 0.22% | 108 |
|
2021
Q1 | $2.96M | Buy |
+108,646
| New | +$2.96M | 0.21% | 107 |
|