True Link Financial Advisors’s Pacer Swan SOS Moderate July ETF PSMJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-14,400
Closed -$334K 97
2023
Q3
$334K Hold
14,400
0.04% 89
2023
Q2
$340K Hold
14,400
0.04% 92
2023
Q1
$315K Hold
14,400
0.04% 102
2022
Q4
$300K Buy
+14,400
New +$300K 0.04% 104