WA
Waverly Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Buy |
18,391
+3,852
| +26% | +$190K | 0.01% | 639 |
|
|
2025
Q1 | $697K | Buy |
14,539
+3,629
| +33% | +$174K | 0.01% | 693 |
|
|
2024
Q4 | $537K | Buy |
10,910
+601
| +6% | +$29.6K | 0.01% | 663 |
|
|
2024
Q3 | $511K | Sell |
10,309
-3,507
| -25% | -$174K | 0.01% | 581 |
|
|
2024
Q2 | $672K | Buy |
13,816
+3,975
| +40% | +$193K | 0.01% | 509 |
|
|
2024
Q1 | $459K | Buy |
9,841
+880
| +10% | +$41K | 0.01% | 497 |
|
|
2023
Q4 | $367K | Buy |
8,961
+12
| +0.1% | +$492 | 0.01% | 337 |
|
|
2023
Q3 | $330K | Buy |
8,949
+481
| +6% | +$17.7K | 0.01% | 309 |
|
|
2023
Q2 | $323K | Sell |
8,468
-158
| -2% | -$6.03K | 0.01% | 292 |
|
|
2023
Q1 | $299K | Buy |
8,626
+1,381
| +19% | +$47.8K | 0.02% | 236 |
|
|
2022
Q4 | $255K | Buy |
7,245
+124
| +2% | +$4.36K | 0.01% | 235 |
|
|
2022
Q3 | $227K | Sell |
7,121
-6,393
| -47% | -$204K | 0.02% | 218 |
|
|
2022
Q2 | $468K | Buy |
13,514
+6,950
| +106% | +$241K | 0.04% | 134 |
|
|
2022
Q1 | $259K | Buy |
6,564
+368
| +6% | +$14.5K | 0.02% | 169 |
|
|
2021
Q4 | $244K | Buy |
+6,196
| New | +$244K | 0.02% | 180 |
|