Morey & Quinn Wealth Partners’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
16,069
+2,760
+21% +$54.5K 0.25% 95
2025
Q1
$267K Hold
13,309
0.22% 105
2024
Q4
$266K Buy
+13,309
New +$266K 0.23% 102