MWM
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Mascagni Wealth Management’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Mascagni Wealth Management’s Portfolio PTLC Stock Details PTLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
4,724
-1,008
-18% -$51.2K 0.2% 104
2025
Q1 		$295K Hold
5,732
– – 0.29% 87
2024
Q4 		$295K Buy
+5,732
New +$295K 0.29% 87