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

Blue Bell Private Wealth Management, LLC

  • $442 Million
  • Q1 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 11,494 shares of PSMJ stock, worth $312,291. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,494
Previous 11,992 4.15%
Holding current value
$312,291
Previous $298,000 1.01%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$24.68 - $26.23 $12,290 - $13,062
-498 Reduced 4.15%
11,494 $301,000
Q4 2023

Jan 25, 2024
SELL
$22.73 - $24.94 $1,772 - $1,945
-78 Reduced 0.65%
11,992 $298,000
Q3 2023

Oct 30, 2023
BUY
$23.14 - $24.04 $126,622 - $131,546
5,472 Added 82.93%
12,070 $280,000
Q4 2022

Feb 03, 2023
BUY
$20.39 - $21.36 $6,117 - $6,408
300 Added 4.76%
6,598 $137,000
Q3 2022

Nov 08, 2022
BUY
N/A
6,298 New
6,298 $125,000

Others Institutions Holding PSMJ

# of Institutions
20
Shares Held
3.86M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR SWAN SOS MODERATE

PSMJ Quotes by TradingView
  • Ticker PSMJ
  • Sector ETFs
  • Industry ETFs
More about PSMJ
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