Geneos Wealth Management’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.14K | Sell |
178
-89
| -33% | -$3.07K | ﹤0.01% | 2506 |
|
|
2025
Q1 | $9.28K | Sell |
267
-198
| -43% | -$6.88K | ﹤0.01% | 2583 |
|
|
2024
Q4 | $17.1K | Hold |
465
| – | – | ﹤0.01% | 1809 |
|
|
2024
Q3 | $18.2K | Buy |
465
+376
| +422% | +$14.7K | ﹤0.01% | 1594 |
|
|
2024
Q2 | $3.26K | Hold |
89
| – | – | ﹤0.01% | 1800 |
|
|
2024
Q1 | $3.52K | Hold |
89
| – | – | ﹤0.01% | 1783 |
|
|
2023
Q4 | $3.24K | Hold |
89
| – | – | ﹤0.01% | 1821 |
|
|
2023
Q3 | $2.88K | Hold |
89
| – | – | ﹤0.01% | 1869 |
|
|
2023
Q2 | $3.17K | Hold |
89
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q1 | $3.3K | Hold |
89
| – | – | ﹤0.01% | 1815 |
|
|
2022
Q4 | $3.08K | Hold |
89
| – | – | ﹤0.01% | 1810 |
|
|
2022
Q3 | $2K | Buy |
+89
| New | +$2K | ﹤0.01% | 1872 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$4K | – | 2989 |
|
|
2020
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 2280 |
|
|
2020
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 2303 |
|
|
2020
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 2207 |
|
|
2019
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2261 |
|