Intrepid Financial Planning Group’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 | $323K | Sell |
9,979
-110
| -1% | -$3.56K | 0.14% | 90 |
|
|
2025
Q1 | $296K | Sell |
10,089
-604
| -6% | -$17.7K | 0.14% | 93 |
|
|
2024
Q4 | $321K | Sell |
10,693
-603
| -5% | -$18.1K | 0.14% | 91 |
|
|
2024
Q3 | $363K | Sell |
11,296
-405
| -3% | -$13K | 0.16% | 88 |
|
|
2024
Q2 | $320K | Hold |
11,701
| – | – | 0.14% | 92 |
|
|
2024
Q1 | $335K | Sell |
11,701
-150
| -1% | -$4.3K | 0.14% | 93 |
|
|
2023
Q4 | $353K | Sell |
11,851
-595
| -5% | -$17.7K | 0.17% | 82 |
|
|
2023
Q3 | $322K | Sell |
12,446
-121
| -1% | -$3.13K | 0.17% | 79 |
|
|
2023
Q2 | $367K | Sell |
12,567
-596
| -5% | -$17.4K | 0.18% | 76 |
|
|
2023
Q1 | $390K | Sell |
13,163
-443
| -3% | -$13.1K | 0.2% | 73 |
|
|
2022
Q4 | $395K | Sell |
13,606
-1,547
| -10% | -$44.9K | 0.21% | 67 |
|
|
2022
Q3 | $434K | Buy |
15,153
+326
| +2% | +$9.34K | 0.25% | 59 |
|
|
2022
Q2 | $511K | Buy |
+14,827
| New | +$511K | 0.28% | 53 |
|