LWM
Lodestone Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
64,506
-1,050
| -2% | -$57.9K | 1.73% | 14 |
|
|
2025
Q1 | $3.59M | Sell |
65,556
-25,622
| -28% | -$1.4M | 1.91% | 11 |
|
|
2024
Q4 | $4.81M | Buy |
91,178
+27,357
| +43% | +$1.44M | 2.41% | 5 |
|
|
2024
Q3 | $3.69M | Buy |
63,821
+11,827
| +23% | +$684K | 1.85% | 13 |
|
|
2024
Q2 | $2.83M | Buy |
51,994
+289
| +0.6% | +$15.7K | 1.49% | 22 |
|
|
2024
Q1 | $3M | Buy |
51,705
+2,612
| +5% | +$152K | 1.58% | 17 |
|
|
2023
Q4 | $2.55M | Sell |
49,093
-26,226
| -35% | -$1.36M | 1.48% | 19 |
|
|
2023
Q3 | $3.51M | Buy |
75,319
+33,214
| +79% | +$1.55M | 2.46% | 8 |
|
|
2023
Q2 | $2.02M | Buy |
42,105
+8,234
| +24% | +$394K | 1.38% | 21 |
|
|
2023
Q1 | $1.59M | Buy |
33,871
+4,416
| +15% | +$207K | 1.23% | 32 |
|
|
2022
Q4 | $1.36M | Buy |
+29,455
| New | +$1.36M | 1.1% | 37 |
|