SWM
SFG Wealth Management’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,569
| Closed | -$202K | – | 121 |
|
|
2024
Q4 | $202K | Sell |
3,569
-478
| -12% | -$27K | 0.11% | 97 |
|
|
2024
Q3 | $234K | Sell |
4,047
-70
| -2% | -$4.05K | 0.12% | 84 |
|
|
2024
Q2 | $224K | Sell |
4,117
-705
| -15% | -$38.4K | 0.13% | 84 |
|
|
2024
Q1 | $280K | Sell |
4,822
-224
| -4% | -$13K | 0.17% | 78 |
|
|
2023
Q4 | $262K | Sell |
5,046
-7
| -0.1% | -$364 | 0.17% | 81 |
|
|
2023
Q3 | $250K | Buy |
5,053
+220
| +5% | +$10.9K | 0.2% | 76 |
|
|
2023
Q2 | $231K | Sell |
4,833
-419
| -8% | -$20.1K | 0.19% | 82 |
|
|
2023
Q1 | $247K | Sell |
5,252
-553
| -10% | -$26K | 0.27% | 66 |
|
|
2022
Q4 | $268K | Sell |
5,805
-512
| -8% | -$23.7K | 0.33% | 55 |
|
|
2022
Q3 | $259K | Buy |
6,317
+6
| +0.1% | +$246 | 0.35% | 56 |
|
|
2022
Q2 | $272K | Buy |
6,311
+1,291
| +26% | +$55.6K | 0.32% | 61 |
|
|
2022
Q1 | $250K | Buy |
+5,020
| New | +$250K | 0.23% | 73 |
|