Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,400
| Closed | -$244K | – | 591 |
|
|
2022
Q4 | $244K | Hold |
8,400
| – | – | ﹤0.01% | 500 |
|
|
2022
Q3 | $240K | Sell |
8,400
-14
| -0.2% | -$400 | 0.01% | 448 |
|
|
2022
Q2 | $290K | Buy |
8,414
+14
| +0.2% | +$483 | 0.01% | 406 |
|
|
2022
Q1 | $328K | Hold |
8,400
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $364K | Hold |
8,400
| – | – | 0.01% | 382 |
|
|
2021
Q3 | $327K | Hold |
8,400
| – | – | 0.01% | 448 |
|
|
2021
Q2 | $339K | Sell |
8,400
-31
| -0.4% | -$1.25K | 0.01% | 273 |
|
|
2021
Q1 | $305K | Buy |
+8,431
| New | +$305K | 0.01% | 542 |
|