FNWA
Financial Network Wealth Advisors’s Pacer Swan SOS Flex July ETF PSFJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $439K | Buy |
14,145
+3,280
| +30% | +$102K | 0.53% | 38 |
|
2025
Q1 | $309K | Hold |
10,865
| – | – | 0.41% | 52 |
|
2024
Q4 | $317K | Sell |
10,865
-6,498
| -37% | -$189K | 0.59% | 31 |
|
2024
Q3 | $498K | Sell |
17,363
-749
| -4% | -$21.5K | 0.41% | 53 |
|
2024
Q2 | $498K | Sell |
18,112
-670
| -4% | -$18.4K | 0.37% | 60 |
|
2024
Q1 | $502K | Sell |
18,782
-535
| -3% | -$14.3K | 0.5% | 56 |
|
2023
Q4 | $485K | Buy |
+19,317
| New | +$485K | 0.52% | 50 |
|