OneDigital Investment Advisors’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
2022
Q2
Sell
-10,182
Closed -$248K 771
2022
Q1
$248K Sell
10,182
-12,163
-54% -$296K 0.01% 640
2021
Q4
$602K Sell
22,345
-8,782
-28% -$237K 0.02% 378
2021
Q3
$844K Buy
31,127
+20,889
+204% +$566K 0.03% 301
2021
Q2
$284K Buy
+10,238
New +$284K 0.01% 566