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Laidlaw Wealth Management’s Pacer Aristotle Pacific Floating Rate High Income ETF FLRT Stock Holding History

Laidlaw Wealth Management’s Portfolio FLRT Stock Details FLRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4,671
Closed -$215K – 301
2023
Q2 		$215K Buy
+4,671
New +$214K 0.04% 316

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Laidlaw Wealth Management's FLRT Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Pacer Aristotle Pacific Floating Rate High Income ETF (FLRT) in Q3 2023, closing a stake of 4,671 shares — an estimated $215K sold.

Laidlaw Wealth Management first reported a position in FLRT in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 34 funds tracked by Wall St. Rank hold FLRT as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Pacer Aristotle Pacific Floating Rate High Income ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,671 Pacer Aristotle Pacific Floating Rate High Income ETF shares in Q3 2023, an estimated $215K.
  • Laidlaw Wealth Management first reported a position in Pacer Aristotle Pacific Floating Rate High Income ETF in Q2 2023 and held it in 1 quarter.
  • Laidlaw Wealth Management's Pacer Aristotle Pacific Floating Rate High Income ETF position peaked at $215K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Pacer Aristotle Pacific Floating Rate High Income ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.