Wealth Management Partners’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
2022
Q3
Sell
-29,000
Closed -$613K 96
2022
Q2
$613K Sell
29,000
-1,000
-3% -$21.1K 0.54% 46
2022
Q1
$727K Sell
30,000
-3,000
-9% -$72.7K 0.52% 45
2021
Q4
$888K Buy
33,000
+4,273
+15% +$115K 0.61% 39
2021
Q3
$779K Buy
+28,727
New +$779K 0.58% 44