Wealth Enhancement Advisory Services’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-30,900
| Closed | -$637K | – | 2960 |
|
2024
Q3 | $637K | Sell |
30,900
-92,448
| -75% | -$1.91M | ﹤0.01% | 1641 |
|
2024
Q2 | $2.48M | Sell |
123,348
-22,808
| -16% | -$458K | 0.01% | 906 |
|
2024
Q1 | $2.98M | Buy |
146,156
+421
| +0.3% | +$8.59K | 0.01% | 812 |
|
2023
Q4 | $2.98M | Buy |
145,735
+2,209
| +2% | +$45.2K | 0.01% | 771 |
|
2023
Q3 | $2.8M | Buy |
+143,526
| New | +$2.8M | 0.01% | 746 |
|