Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18K | Hold |
510
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $19K | Hold |
510
| – | – | 0.01% | 700 |
|
|
2024
Q2 | $18K | Hold |
510
| – | – | 0.01% | 700 |
|
|
2024
Q1 | $20.2K | Hold |
510
| – | – | 0.01% | 677 |
|
|
2023
Q4 | $18K | Sell |
510
-150
| -23% | -$5.29K | 0.01% | 664 |
|
|
2023
Q3 | $21.4K | Buy |
+660
| New | +$21.4K | 0.01% | 627 |
|
|
2023
Q1 | $24K | Buy |
+660
| New | +$24K | 0.01% | 607 |
|
|
2022
Q4 | – | Sell |
-2,560
| Closed | -$79K | – | 1046 |
|
|
2022
Q3 | $79K | Buy |
+2,560
| New | +$79K | 0.03% | 306 |
|