Householder Group Estate & Retirement Specialist’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-165
| Closed | -$8K | – | 1018 |
|
2024
Q3 | $8K | Buy |
165
+63
| +62% | +$3.06K | ﹤0.01% | 860 |
|
2024
Q2 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 938 |
|
2023
Q1 | $12K | Buy |
+328
| New | +$12K | ﹤0.01% | 766 |
|
2022
Q4 | – | Sell |
-1,143
| Closed | -$43K | – | 904 |
|
2022
Q3 | $43K | Buy |
+1,143
| New | +$43K | 0.02% | 431 |
|