IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$3.24K | – | 3335 |
|
|
2023
Q3 | $3.24K | Sell |
100
-400
| -80% | -$13K | ﹤0.01% | 2678 |
|
|
2023
Q2 | $17.8K | Hold |
500
| – | – | ﹤0.01% | 2063 |
|
|
2023
Q1 | $12.5K | Sell |
500
-1,100
| -69% | -$27.6K | ﹤0.01% | 2205 |
|
|
2022
Q4 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 2378 |
|
|
2022
Q3 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 2530 |
|
|
2022
Q2 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 2305 |
|
|
2022
Q1 | $41K | Buy |
1,600
+1,100
| +220% | +$28.2K | ﹤0.01% | 2305 |
|
|
2021
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1935 |
|
|
2021
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 1936 |
|
|
2021
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 1886 |
|
|
2020
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 1909 |
|
|
2020
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 1813 |
|
|
2020
Q2 | $13K | Sell |
500
-150
| -23% | -$3.9K | ﹤0.01% | 1729 |
|
|
2020
Q1 | $15K | Sell |
650
-13,846
| -96% | -$320K | ﹤0.01% | 1610 |
|
|
2019
Q4 | $454K | Buy |
14,496
+916
| +7% | +$28.7K | 0.03% | 446 |
|
|
2019
Q3 | $389K | Buy |
+13,580
| New | +$389K | 0.03% | 555 |
|