Visionary Wealth Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,734
| Closed | -$563K | – | 493 |
|
2023
Q4 | $563K | Sell |
13,734
-15,687
| -53% | -$643K | 0.04% | 297 |
|
2023
Q3 | $1.09M | Sell |
29,421
-20,625
| -41% | -$761K | 0.09% | 199 |
|
2023
Q2 | $1.91M | Sell |
50,046
-23,497
| -32% | -$897K | 0.15% | 145 |
|
2023
Q1 | $2.55M | Sell |
73,543
-90
| -0.1% | -$3.12K | 0.22% | 109 |
|
2022
Q4 | $2.59M | Buy |
73,633
+8,735
| +13% | +$307K | 0.24% | 100 |
|
2022
Q3 | $2.07M | Buy |
64,898
+13,075
| +25% | +$417K | 0.22% | 106 |
|
2022
Q2 | $1.8M | Buy |
51,823
+27,155
| +110% | +$941K | 0.16% | 125 |
|
2022
Q1 | $973K | Buy |
24,668
+11,180
| +83% | +$441K | 0.08% | 183 |
|
2021
Q4 | $566K | Buy |
13,488
+5,039
| +60% | +$211K | 0.05% | 214 |
|
2021
Q3 | $325K | Buy |
+8,449
| New | +$325K | 0.03% | 240 |
|