Tyler-Stone Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-300
| Closed | -$8.2K | – | 821 |
|
|
2024
Q2 | $8.2K | Hold |
300
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $8.6K | Hold |
300
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $8.94K | Hold |
300
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 645 |
|
|
2023
Q2 | $9K | Buy |
+300
| New | +$9K | 0.01% | 630 |
|
|
2022
Q4 | $9K | Hold |
300
| – | – | 0.01% | 578 |
|
|
2022
Q3 | $9K | Hold |
300
| – | – | 0.01% | 559 |
|
|
2022
Q2 | $10K | Hold |
300
| – | – | 0.01% | 559 |
|
|
2022
Q1 | $12K | Sell |
300
-2,700
| -90% | -$108K | 0.01% | 542 |
|
|
2021
Q4 | $130K | Buy |
+3,000
| New | +$130K | 0.07% | 236 |
|