Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-1,596
| Closed | -$34K | – | 1561 |
|
|
2022
Q2 | $34K | Sell |
1,596
-433
| -21% | -$9.22K | 0.01% | 857 |
|
|
2022
Q1 | $49K | Sell |
2,029
-296,872
| -99% | -$7.17M | 0.01% | 786 |
|
|
2021
Q4 | $8.05M | Sell |
298,901
-16,081
| -5% | -$433K | 1.34% | 7 |
|
|
2021
Q3 | $8.54M | Buy |
314,982
+33,400
| +12% | +$906K | 1.51% | 5 |
|
|
2021
Q2 | $7.8M | Buy |
281,582
+166,615
| +145% | +$4.62M | 1.43% | 5 |
|
|
2021
Q1 | $3.14M | Buy |
+114,967
| New | +$3.14M | 0.72% | 17 |
|