Straight Path Wealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-117,509
| Closed | -$4.46M | – | 78 |
|
|
2023
Q1 | $4.46M | Buy |
117,509
+12,418
| +12% | +$472K | 3.55% | 8 |
|
|
2022
Q4 | $4.25M | Buy |
105,091
+11,593
| +12% | +$469K | 4.07% | 7 |
|
|
2022
Q3 | $3.35M | Buy |
93,498
+12,970
| +16% | +$465K | 3.01% | 8 |
|
|
2022
Q2 | $3.3M | Buy |
+80,528
| New | +$3.3M | 3.23% | 6 |
|