Blue Bell Private Wealth Management, LLC Pacer Fds Tr Swan Sos Flex Jul Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Pacer Fds Tr Swan Sos Flex Jul stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 7,890 shares of PSFJ stock, worth $225,338. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,890

Previous 7,890 -0.0%

Holding current value

$225,338

Previous $216,000 4.63%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 25, 2024	SELL	$22.7 - $25.18 $2,497 - $2,769	-110 Reduced 1.38%	7,890 $198,000
Q3 2023 Oct 30, 2023	BUY	$23.08 - $24.19 $113,091 - $118,531	4,900 Added 158.06%	8,000 $185,000
Q1 2023 May 08, 2023	SELL	$20.78 - $22.19 $28,073 - $29,978	-1,351 Reduced 30.35%	3,100 $68,000
Q4 2022 Feb 03, 2023	SELL	$19.62 - $21.63 $11,889 - $13,107	-606 Reduced 11.98%	4,451 $92,000
Q3 2022 Nov 08, 2022	BUY	$19.68 - $21.94 $61,008 - $68,014	3,100 Added 158.41%	5,057 $100,000
Q4 2021 Jan 26, 2022	BUY	$21.06 - $21.74 $41,214 - $42,545	1,957 New	1,957 $42,000

Others Institutions Holding PSFJ

# of Institutions

Shares Held

1.7M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR SWAN SOS FLEX JUL

Ticker PSFJ
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Blue Bell Private Wealth Management, LLC Pacer Fds Tr Swan Sos Flex Jul Transaction History