SWA
Sutton Wealth Advisors’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $112K | Hold |
4,820
| – | – | 0.06% | 158 |
|
|
2023
Q2 | $114K | Hold |
4,820
| – | – | 0.06% | 156 |
|
|
2023
Q1 | $105K | Hold |
4,820
| – | – | 0.06% | 154 |
|
|
2022
Q4 | $100K | Hold |
4,820
| – | – | 0.04% | 248 |
|
|
2022
Q3 | $95.4K | Hold |
4,820
| – | – | 0.04% | 255 |
|
|
2022
Q2 | $98K | Hold |
4,820
| – | – | 0.04% | 241 |
|
|
2022
Q1 | $103K | Hold |
4,820
| – | – | 0.04% | 245 |
|
|
2021
Q4 | $103K | Hold |
4,820
| – | – | 0.03% | 258 |
|
|
2021
Q3 | $99K | Buy |
+4,820
| New | +$99K | 0.04% | 246 |
|