SWA
Sutton Wealth Advisors’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $217K | Hold |
8,944
| – | – | 0.11% | 101 |
|
|
2023
Q2 | $219K | Hold |
8,944
| – | – | 0.11% | 100 |
|
|
2023
Q1 | $207K | Sell |
8,944
-742
| -8% | -$17.2K | 0.11% | 101 |
|
|
2022
Q4 | $213K | Hold |
9,686
| – | – | 0.08% | 165 |
|
|
2022
Q3 | $198K | Hold |
9,686
| – | – | 0.08% | 170 |
|
|
2022
Q2 | $200K | Hold |
9,686
| – | – | 0.08% | 168 |
|
|
2022
Q1 | $218K | Buy |
9,686
+1,620
| +20% | +$36.5K | 0.08% | 173 |
|
|
2021
Q4 | $186K | Buy |
8,066
+889
| +12% | +$20.5K | 0.06% | 186 |
|
|
2021
Q3 | $161K | Hold |
7,177
| – | – | 0.06% | 197 |
|
|
2021
Q2 | $160K | Hold |
7,177
| – | – | 0.06% | 201 |
|
|
2021
Q1 | $155K | Buy |
+7,177
| New | +$155K | 0.06% | 197 |
|