SWMG
Sanchez Wealth Management Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-129,064
| Closed | -$5.68M | – | 48 |
|
2024
Q4 | $5.68M | Buy |
129,064
+11,084
| +9% | +$488K | 1.55% | 20 |
|
2024
Q3 | $5.49M | Sell |
117,980
-5,364
| -4% | -$250K | 1.67% | 20 |
|
2024
Q2 | $5.37M | Buy |
123,344
+5,103
| +4% | +$222K | 1.74% | 19 |
|
2024
Q1 | $5.81M | Buy |
+118,241
| New | +$5.81M | 1.97% | 18 |
|