Patriot Financial Group Insurance Agency’s Pacer WealthShield ETF PWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$5K | – | 1568 |
|
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1496 |
|
|
2022
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 1629 |
|
|
2021
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 1720 |
|
|
2021
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1704 |
|
|
2021
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 1566 |
|
|
2020
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1497 |
|
|
2020
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 1310 |
|
|
2020
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 1256 |
|
|
2020
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 999 |
|
|
2019
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 903 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 769 |
|
|
2018
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 789 |
|
|
2018
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 507 |
|
|
2018
Q1 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 786 |
|