Patriot Financial Group Insurance Agency’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,546
| Closed | -$191K | – | 1760 |
|
|
2022
Q2 | $191K | Sell |
5,546
-5,943
| -52% | -$205K | 0.04% | 397 |
|
|
2022
Q1 | $449K | Buy |
11,489
+1,710
| +17% | +$66.8K | 0.08% | 252 |
|
|
2021
Q4 | $423K | Sell |
9,779
-1,250
| -11% | -$54.1K | 0.07% | 274 |
|
|
2021
Q3 | $429K | Sell |
11,029
-1,650
| -13% | -$64.2K | 0.08% | 267 |
|
|
2021
Q2 | $511K | Buy |
12,679
+2,564
| +25% | +$103K | 0.09% | 226 |
|
|
2021
Q1 | $366K | Sell |
10,115
-5,352
| -35% | -$194K | 0.08% | 249 |
|
|
2020
Q4 | $554K | Buy |
15,467
+1,047
| +7% | +$37.5K | 0.14% | 163 |
|
|
2020
Q3 | $509K | Buy |
14,420
+9,202
| +176% | +$325K | 0.17% | 128 |
|
|
2020
Q2 | $185K | Buy |
5,218
+442
| +9% | +$15.7K | 0.07% | 247 |
|
|
2020
Q1 | $146K | Buy |
+4,776
| New | +$146K | 0.07% | 260 |
|