Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-87,856
| Closed | -$3.43M | – | 742 |
|
|
2022
Q1 | $3.43M | Sell |
87,856
-2,075
| -2% | -$81K | 0.28% | 84 |
|
|
2021
Q4 | $3.89M | Buy |
+89,931
| New | +$3.89M | 0.3% | 83 |
|
|
2021
Q3 | – | Sell |
-94,432
| Closed | -$3.81M | – | 505 |
|
|
2021
Q2 | $3.81M | Sell |
94,432
-4,068
| -4% | -$164K | 0.49% | 44 |
|
|
2021
Q1 | $3.57M | Sell |
98,500
-31,082
| -24% | -$1.13M | 0.54% | 38 |
|
|
2020
Q4 | $4.65M | Buy |
129,582
+9,561
| +8% | +$343K | 0.68% | 31 |
|
|
2020
Q3 | $4.24M | Buy |
+120,021
| New | +$4.24M | 0.7% | 29 |
|