SFG
Socha Financial Group’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,600
| Closed | -$216K | – | 26 |
|
|
2024
Q4 | $216K | Hold |
7,600
| – | – | 0.1% | 23 |
|
|
2024
Q3 | $212K | Sell |
7,600
-13
| -0.2% | -$363 | 0.09% | 23 |
|
|
2024
Q2 | $204K | Buy |
+7,613
| New | +$204K | 0.1% | 20 |
|
|
2023
Q2 | – | Sell |
-136,400
| Closed | -$2.98M | – | 29 |
|
|
2023
Q1 | $2.98M | Sell |
136,400
-879
| -0.6% | -$19.2K | 1.93% | 7 |
|
|
2022
Q4 | $2.86M | Sell |
137,279
-583
| -0.4% | -$12.1K | 2.03% | 8 |
|
|
2022
Q3 | $2.73M | Buy |
+137,862
| New | +$2.73M | 2.34% | 7 |
|