LWM
Lodestone Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
24,725
-6,594
| -21% | -$263K | 0.48% | 62 |
|
|
2025
Q1 | $1.17M | Buy |
+31,319
| New | +$1.17M | 0.62% | 54 |
|
|
2024
Q4 | – | Sell |
-26,643
| Closed | -$1.24M | – | 152 |
|
|
2024
Q3 | $1.24M | Sell |
26,643
-1,861
| -7% | -$86.6K | 0.62% | 58 |
|
|
2024
Q2 | $1.24M | Buy |
28,504
+1,708
| +6% | +$74.4K | 0.65% | 55 |
|
|
2024
Q1 | $1.32M | Sell |
26,796
-204
| -0.8% | -$10K | 0.69% | 53 |
|
|
2023
Q4 | $1.3M | Buy |
+27,000
| New | +$1.3M | 0.75% | 49 |
|
|
2023
Q3 | – | Sell |
-25,685
| Closed | -$1.05M | – | 128 |
|
|
2023
Q2 | $1.05M | Buy |
25,685
+5,652
| +28% | +$230K | 0.72% | 47 |
|
|
2023
Q1 | $762K | Buy |
20,033
+397
| +2% | +$15.1K | 0.59% | 52 |
|
|
2022
Q4 | $706K | Buy |
+19,636
| New | +$706K | 0.57% | 55 |
|