Geneos Wealth Management’s Pacer WealthShield ETF PWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $61K | Sell |
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|
2021
Q1 | $295K | Hold |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $244K | Hold |
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|
2020
Q1 | $249K | Hold |
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|
2019
Q4 | $249K | Sell |
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|
2019
Q3 | $587K | Buy |
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|
2019
Q2 | $593K | Buy |
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|
2019
Q1 | $553K | Buy |
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|
2018
Q4 | $459K | Buy |
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|
2018
Q3 | $239K | Buy |
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|
2018
Q2 | $3K | Buy |
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