Regal Investment Advisors’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
Q2 | – | Sell |
-19,785
| Closed | -$481K | – | 544 |
|
2022
Q1 | $481K | Buy |
19,785
+136
| +0.7% | +$3.31K | 0.04% | 316 |
|
2021
Q4 | $529K | Sell |
19,649
-365
| -2% | -$9.83K | 0.05% | 323 |
|
2021
Q3 | $543K | Buy |
20,014
+290
| +1% | +$7.87K | 0.05% | 321 |
|
2021
Q2 | $547K | Buy |
+19,724
| New | +$547K | 0.05% | 317 |
|
2021
Q1 | – | Sell |
-14,187
| Closed | -$391K | – | 320 |
|
2020
Q4 | $391K | Buy |
+14,187
| New | +$391K | 0.04% | 318 |
|