SFMG Wealth 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 |
-64,621
| Closed | -$1.57M | – | 303 |
|
|
2022
Q1 | $1.57M | Sell |
64,621
-4,035
| -6% | -$98.1K | 0.16% | 77 |
|
|
2021
Q4 | $1.85M | Sell |
68,656
-2,019
| -3% | -$54.4K | 0.18% | 73 |
|
|
2021
Q3 | $1.92M | Sell |
70,675
-18
| -0% | -$488 | 0.21% | 63 |
|
|
2021
Q2 | $1.96M | Sell |
70,693
-11,902
| -14% | -$330K | 0.22% | 56 |
|
|
2021
Q1 | $2.25M | Sell |
82,595
-45
| -0.1% | -$1.23K | 0.26% | 51 |
|
|
2020
Q4 | $2.28M | Buy |
+82,640
| New | +$2.28M | 0.29% | 44 |
|