SWA
Sutton Wealth Advisors’s Pacer Swan SOS Moderate April ETF PSMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $591K | Hold |
25,434
| – | – | 0.29% | 58 |
|
|
2023
Q2 | $598K | Hold |
25,434
| – | – | 0.29% | 58 |
|
|
2023
Q1 | $568K | Hold |
25,434
| – | – | 0.3% | 58 |
|
|
2022
Q4 | $543K | Sell |
25,434
-10
| -0% | -$213 | 0.21% | 78 |
|
|
2022
Q3 | $513K | Hold |
25,444
| – | – | 0.21% | 74 |
|
|
2022
Q2 | $522K | Hold |
25,444
| – | – | 0.21% | 78 |
|
|
2022
Q1 | $572K | Buy |
25,444
+12,205
| +92% | +$275K | 0.2% | 80 |
|
|
2021
Q4 | $295K | Hold |
13,239
| – | – | 0.1% | 138 |
|
|
2021
Q3 | $285K | Hold |
13,239
| – | – | 0.11% | 134 |
|
|
2021
Q2 | $284K | Buy |
+13,239
| New | +$284K | 0.1% | 134 |
|