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 20,718 shares of PSMO stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,718
Previous 20,882 0.79%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
N/A
-164 Reduced 0.79%
20,718 $0
Q1 2024

Apr 24, 2024

SELL
N/A
-224 Reduced 1.06%
20,882 $0
Q4 2023

Jan 25, 2024

BUY
N/A
500 Added 2.43%
21,106 $0
Q2 2023

Aug 08, 2023

SELL
N/A
-100 Reduced 0.48%
20,606 $0
Q1 2023

May 08, 2023

BUY
N/A
5,219 Added 33.7%
20,706 $0
Q4 2022

Feb 03, 2023

BUY
N/A
11,779 Added 317.66%
15,487 $0
Q3 2022

Nov 08, 2022

SELL
N/A
-92 Reduced 2.42%
3,708 $74,000
Q4 2021

Jan 26, 2022

BUY
N/A
3,800 New
3,800 $81,000

Others Institutions Holding PSMO

About PACER FDS TR SWAN SOS MODERATE


  • Ticker PSMO
More about PSMO
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.