KWAG
Kiely Wealth Advisory Group’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,476
| Closed | -$58K | – | 315 |
|
|
2024
Q3 | $58K | Hold |
1,476
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $51.4K | Hold |
1,476
| – | – | 0.03% | 106 |
|
|
2024
Q1 | $50.9K | Hold |
1,476
| – | – | 0.03% | 102 |
|
|
2023
Q4 | $48.4K | Buy |
+1,476
| New | +$48.4K | 0.03% | 100 |
|