SFMG Wealth Advisors’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,574
| Closed | -$209K | – | 252 |
|
|
2020
Q4 | $209K | Buy |
+6,574
| New | +$209K | 0.03% | 207 |
|
|
2020
Q2 | – | Sell |
-12,034
| Closed | -$265K | – | 174 |
|
|
2020
Q1 | $265K | Sell |
12,034
-122,807
| -91% | -$2.7M | 0.04% | 105 |
|
|
2019
Q4 | $4.2M | Buy |
134,841
+15,405
| +13% | +$480K | 0.51% | 22 |
|
|
2019
Q3 | $3.46M | Buy |
119,436
+8,548
| +8% | +$248K | 0.47% | 20 |
|
|
2019
Q2 | $3.23M | Buy |
+110,888
| New | +$3.23M | 0.44% | 18 |
|