Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Hold |
663
| – | – | ﹤0.01% | 444 |
|
|
2025
Q1 | $19.5K | Hold |
663
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $19.9K | Hold |
663
| – | – | ﹤0.01% | 413 |
|
|
2024
Q3 | $21.3K | Hold |
663
| – | – | ﹤0.01% | 351 |
|
|
2024
Q2 | $18.1K | Hold |
663
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $19K | Hold |
663
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $19.8K | Hold |
663
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $17.2K | Sell |
663
-35
| -5% | -$906 | ﹤0.01% | 341 |
|
|
2023
Q2 | $20.4K | Hold |
698
| – | – | ﹤0.01% | 319 |
|
|
2023
Q1 | $20.7K | Hold |
698
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $20.3K | Hold |
698
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $20K | Hold |
698
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $24K | Hold |
698
| – | – | ﹤0.01% | 264 |
|
|
2022
Q1 | $27K | Hold |
698
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $30K | Buy |
+698
| New | +$30K | 0.01% | 186 |
|