SGWM
Sterling Group Wealth Management’s Pacer Industrial Real Estate ETF INDS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $377K | Buy |
10,180
+979
| +11% | +$36.2K | 0.21% | 35 |
|
2025
Q1 | $340K | Buy |
9,201
+1,177
| +15% | +$43.5K | 0.18% | 39 |
|
2024
Q4 | $283K | Buy |
8,024
+610
| +8% | +$21.5K | 0.15% | 49 |
|
2024
Q3 | $321K | Buy |
7,414
+1,768
| +31% | +$76.5K | 0.17% | 46 |
|
2024
Q2 | $214K | Buy |
+5,646
| New | +$214K | 0.12% | 56 |
|