WT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
+9,605
| New | +$310K | 0.09% | 109 |
|
|
2023
Q3 | – | Sell |
-58,890
| Closed | -$1.72M | – | 117 |
|
|
2023
Q2 | $1.72M | Buy |
58,890
+14,025
| +31% | +$410K | 0.71% | 34 |
|
|
2023
Q1 | $1.33M | Sell |
44,865
-601
| -1% | -$17.8K | 0.57% | 47 |
|
|
2022
Q4 | $1.32M | Sell |
45,466
-3,105
| -6% | -$90.1K | 0.64% | 47 |
|
|
2022
Q3 | $1.39M | Buy |
48,571
+9,742
| +25% | +$279K | 0.7% | 40 |
|
|
2022
Q2 | $1.34M | Sell |
38,829
-16,724
| -30% | -$576K | 0.66% | 52 |
|
|
2022
Q1 | $2.17M | Sell |
55,553
-1,190
| -2% | -$46.5K | 0.83% | 35 |
|
|
2021
Q4 | $2.46M | Buy |
56,743
+3,064
| +6% | +$133K | 0.9% | 34 |
|
|
2021
Q3 | $2.09M | Buy |
53,679
+5,333
| +11% | +$208K | 0.81% | 35 |
|
|
2021
Q2 | $1.95M | Buy |
48,346
+448
| +0.9% | +$18.1K | 0.79% | 34 |
|
|
2021
Q1 | $1.73M | Buy |
47,898
+14,960
| +45% | +$542K | 0.8% | 33 |
|
|
2020
Q4 | $1.18M | Buy |
32,938
+12,502
| +61% | +$448K | 0.64% | 58 |
|
|
2020
Q3 | $722K | Buy |
20,436
+11,132
| +120% | +$393K | 0.48% | 58 |
|
|
2020
Q2 | $330K | Buy |
+9,304
| New | +$330K | 0.27% | 67 |
|