WMWM
Whitaker-Myers Wealth Managers’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
65,314
-8,501
| -12% | -$432K | 0.84% | 18 |
|
|
2025
Q1 | $3.8M | Buy |
73,815
+333
| +0.5% | +$17.1K | 1.07% | 19 |
|
|
2024
Q4 | $3.93M | Sell |
73,482
-2,819
| -4% | -$151K | 1.14% | 19 |
|
|
2024
Q3 | $4.01M | Buy |
76,301
+3,353
| +5% | +$176K | 1.33% | 16 |
|
|
2024
Q2 | $3.63M | Sell |
72,948
-518
| -0.7% | -$25.8K | 1.34% | 16 |
|
|
2024
Q1 | $3.51M | Buy |
73,466
+453
| +0.6% | +$21.6K | 1.48% | 13 |
|
|
2023
Q4 | $3.16M | Sell |
73,013
-6,071
| -8% | -$263K | 1.57% | 13 |
|
|
2023
Q3 | $3.16M | Buy |
79,084
+700
| +0.9% | +$28K | 1.96% | 12 |
|
|
2023
Q2 | $3.24M | Sell |
78,384
-827
| -1% | -$34.2K | 2.17% | 11 |
|
|
2023
Q1 | $3.02M | Buy |
79,211
+198
| +0.3% | +$7.54K | 2.33% | 10 |
|
|
2022
Q4 | $2.96M | Buy |
+79,013
| New | +$2.96M | 2.84% | 8 |
|