Sutton Wealth Advisors’s Pacer Swan SOS Moderate January ETF PSMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $213K | Hold |
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|
2022
Q3 | $198K | Hold |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q3 | $161K | Hold |
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|
2021
Q2 | $160K | Hold |
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|
2021
Q1 | $155K | Buy |
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