Spire Wealth Management’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-96,342
Closed -$2.11M 2502
2023
Q1
$2.11M Buy
96,342
+85,774
+812% +$1.88M 0.08% 223
2022
Q4
$220K Buy
+10,568
New +$220K 0.01% 531