Sheets Smith Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,550
| Closed | -$118K | – | 481 |
|
|
2023
Q3 | $118K | Buy |
+4,550
| New | +$118K | 0.02% | 337 |
|
|
2022
Q1 | – | Sell |
-6,046
| Closed | -$262K | – | 385 |
|
|
2021
Q4 | $262K | Buy |
+6,046
| New | +$262K | 0.03% | 327 |
|
|
2021
Q3 | – | Sell |
-4,976
| Closed | -$201K | – | 374 |
|
|
2021
Q2 | $201K | Buy |
+4,976
| New | +$201K | 0.03% | 351 |
|