Sound Financial Strategies Group’s Pacer WealthShield ETF PWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $366K | Buy |
|
|||||
|
2023
Q4 | $319K | Sell |
|
|||||
|
2023
Q3 | $996K | Sell |
|
|||||
|
2023
Q2 | $1.14M | Sell |
|
|||||
|
2023
Q1 | $1.15M | Buy |
|
|||||
|
2022
Q4 | $1.2M | Sell |
|
|||||
|
2022
Q3 | $1.29M | Buy |
|
|||||
|
2022
Q2 | $1.27M | Buy |
|
|||||
|
2022
Q1 | $964K | Buy |
|
|||||
|
2021
Q4 | $335K | Buy |
|
|||||
|
2021
Q3 | $317K | Buy |
|
|||||
|
2021
Q2 | $319K | Buy |
|
|||||
|
2021
Q1 | $296K | Sell |
|
|||||
|
2020
Q4 | $321K | Sell |
|
|||||
|
2020
Q3 | $5.73M | Sell |
|
|||||
|
2020
Q2 | $5.46M | Buy |
|
|||||
|
2020
Q1 | $5.4M | Sell |
|
|||||
|
2019
Q4 | $6.16M | Buy |
|