Sequoia Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,295
| Closed | -$217K | – | 1253 |
|
|
2023
Q4 | $217K | Buy |
+7,295
| New | +$217K | ﹤0.01% | 1075 |
|
|
2023
Q3 | – | Sell |
-6,968
| Closed | -$203K | – | 998 |
|
|
2023
Q2 | $203K | Buy |
+6,968
| New | +$203K | ﹤0.01% | 860 |
|
|
2022
Q2 | – | Sell |
-6,062
| Closed | -$237K | – | 672 |
|
|
2022
Q1 | $237K | Buy |
+6,062
| New | +$237K | 0.01% | 566 |
|