PIA
Perennial Investment Advisors’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
35,790
-4,306
| -11% | -$219K | 0.18% | 111 |
|
|
2025
Q1 | $2.06M | Buy |
40,096
+2,851
| +8% | +$147K | 0.23% | 80 |
|
|
2024
Q4 | $1.99M | Buy |
37,245
+2,431
| +7% | +$130K | 0.23% | 82 |
|
|
2024
Q3 | $1.83M | Buy |
34,814
+16,691
| +92% | +$877K | 0.24% | 77 |
|
|
2024
Q2 | $902K | Hold |
18,123
| – | – | 0.13% | 132 |
|
|
2024
Q1 | $865K | Buy |
18,123
+1,375
| +8% | +$65.6K | 0.13% | 130 |
|
|
2023
Q4 | $725K | Buy |
16,748
+274
| +2% | +$11.9K | 0.12% | 143 |
|
|
2023
Q3 | $658K | Buy |
16,474
+2,020
| +14% | +$80.7K | 0.12% | 140 |
|
|
2023
Q2 | $597K | Buy |
+14,454
| New | +$597K | 0.11% | 164 |
|