WR Wealth Planners’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $18K | Sell |
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|
2024
Q3 | $42K | Hold |
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|
2024
Q2 | $39.8K | Hold |
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|
2024
Q1 | $38.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $52.5K | Sell |
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|
2023
Q2 | $64.6K | Sell |
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|
2023
Q1 | $72.6K | Sell |
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|
2022
Q4 | $78.5K | Buy |
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|
2022
Q3 | $64.6K | Sell |
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|
2022
Q2 | $102K | Sell |
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|
2022
Q1 | $4.15M | Buy |
|