Kingswood Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,411
| Closed | -$203K | – | 752 |
|
|
2025
Q1 | $203K | Sell |
5,411
-7,969
| -60% | -$299K | 0.02% | 681 |
|
|
2024
Q4 | $589K | Sell |
13,380
-5,881
| -31% | -$259K | 0.04% | 395 |
|
|
2024
Q3 | $896K | Sell |
19,261
-3,911
| -17% | -$182K | 0.06% | 322 |
|
|
2024
Q2 | $1.01M | Buy |
23,172
+3,504
| +18% | +$153K | 0.09% | 230 |
|
|
2024
Q1 | $967K | Buy |
+19,668
| New | +$967K | 0.11% | 212 |
|