WMWM
Whitaker-Myers Wealth Managers’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
36,251
+546
| +2% | +$19K | 0.32% | 36 |
|
|
2025
Q1 | $1.24M | Sell |
35,705
-644
| -2% | -$22.3K | 0.35% | 35 |
|
|
2024
Q4 | $1.34M | Sell |
36,349
-850
| -2% | -$31.4K | 0.39% | 32 |
|
|
2024
Q3 | $1.38M | Buy |
37,199
+477
| +1% | +$17.7K | 0.46% | 33 |
|
|
2024
Q2 | $1.28M | Sell |
36,722
-96
| -0.3% | -$3.34K | 0.47% | 34 |
|
|
2024
Q1 | $1.33M | Sell |
36,818
-472
| -1% | -$17K | 0.56% | 30 |
|
|
2023
Q4 | $1.23M | Sell |
37,290
-864
| -2% | -$28.4K | 0.61% | 29 |
|
|
2023
Q3 | $1.2M | Sell |
38,154
-750
| -2% | -$23.7K | 0.75% | 28 |
|
|
2023
Q2 | $1.28M | Sell |
38,904
-443
| -1% | -$14.6K | 0.86% | 27 |
|
|
2023
Q1 | $1.25M | Buy |
39,347
+292
| +0.7% | +$9.27K | 0.97% | 26 |
|
|
2022
Q4 | $1.22M | Buy |
+39,055
| New | +$1.22M | 1.17% | 25 |
|