PSIWM
Paradigm Strategies in Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,462
| Closed | -$218K | – | 47 |
|
|
2023
Q2 | $218K | Sell |
7,462
-6,205
| -45% | -$181K | 0.15% | 43 |
|
|
2023
Q1 | $405K | Sell |
13,667
-12,318
| -47% | -$365K | 0.32% | 23 |
|
|
2022
Q4 | $754K | Sell |
25,985
-2,573
| -9% | -$74.7K | 0.67% | 18 |
|
|
2022
Q3 | $818K | Sell |
28,558
-936
| -3% | -$26.8K | 0.75% | 18 |
|
|
2022
Q2 | $1.02M | Buy |
29,494
+40
| +0.1% | +$1.38K | 1.11% | 16 |
|
|
2022
Q1 | $1.15M | Buy |
29,454
+436
| +2% | +$17K | 1.2% | 15 |
|
|
2021
Q4 | $1.26M | Buy |
29,018
+17
| +0.1% | +$736 | 1.27% | 15 |
|
|
2021
Q3 | $1.13M | Buy |
29,001
+2,297
| +9% | +$89.4K | 1.07% | 19 |
|
|
2021
Q2 | $1.08M | Buy |
26,704
+3,693
| +16% | +$149K | 0.97% | 19 |
|
|
2021
Q1 | $833K | Buy |
+23,011
| New | +$833K | 0.8% | 21 |
|