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

Blue Bell Private Wealth Management, LLC

$502 Million
Q1 2025

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 20,015 shares of PSMO stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,015

Previous 20,125 0.55%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	N/A	-110 Reduced 0.55%	20,015 $0
Q4 2024 Feb 06, 2025	SELL	N/A	-163 Reduced 0.8%	20,125 $0
Q3 2024 Oct 28, 2024	SELL	N/A	-430 Reduced 2.08%	20,288 $0
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

# of Institutions

Shares Held

6.18M

Call Options Held

Put Options Held

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About PACER FDS TR SWAN SOS MODERATE

Ticker PSMO

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