O'Donnell Financial Services’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.79M | Sell |
280,673
-151,573
| -35% | -$5.29M | 3.76% | 10 |
|
2025
Q1 | $15M | Sell |
432,246
-81,912
| -16% | -$2.83M | 6.17% | 4 |
|
2024
Q4 | $19M | Sell |
514,158
-1,321
| -0.3% | -$48.7K | 7.93% | 4 |
|
2024
Q3 | $19.1M | Buy |
515,479
+41,627
| +9% | +$1.55M | 7.78% | 3 |
|
2024
Q2 | $16.5M | Buy |
473,852
+74,332
| +19% | +$2.59M | 7.33% | 4 |
|
2024
Q1 | $14.4M | Buy |
399,520
+21,639
| +6% | +$780K | 6.59% | 5 |
|
2023
Q4 | $12.4M | Buy |
+377,881
| New | +$12.4M | 6.22% | 6 |
|