Western Wealth Management, LLC Pacer Fds Tr Cfra Stovall Eql Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

A detailed history of Western Wealth Management, LLC transactions in Pacer Fds Tr Cfra Stovall Eql stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,000 shares of SZNE stock, worth $272,370. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,000

Previous 7,000 -0.0%

Holding current value

$272,370

Previous $256,000 6.64%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	SELL	$34.99 - $39.51 $31,491 - $35,559	-900 Reduced 11.39%	7,000 $276,000
Q4 2023 Jan 31, 2024	SELL	$30.36 - $36.69 $65,000 - $78,553	-2,141 Reduced 21.32%	7,900 $287,000
Q3 2023 Nov 07, 2023	SELL	$32.32 - $36.46 $38,784 - $43,752	-1,200 Reduced 10.68%	10,041 $325,000
Q4 2022 Feb 02, 2023	SELL	$31.46 - $37.07 $353,641 - $416,703	-11,241 Reduced 50.0%	11,241 $388,000
Q1 2022 May 10, 2022	BUY	$34.42 - $40.17 $375,212 - $437,893	10,901 Added 94.13%	22,482 $836,000
Q4 2021 Feb 14, 2022	SELL	$37.21 - $40.05 $28,651 - $30,838	-770 Reduced 6.23%	11,581 $464,000
Q2 2021 Aug 09, 2021	BUY	$35.8 - $38.2 $1,467 - $1,566	41 Added 0.33%	12,351 $470,000
Q1 2021 May 14, 2021	SELL	$31.3 - $35.51 $31,300 - $35,510	-1,000 Reduced 7.51%	12,310 $437,000
Q4 2020 Feb 10, 2021	SELL	$26.67 - $31.87 $29,337 - $35,057	-1,100 Reduced 7.63%	13,310 $423,000
Q3 2020 Oct 27, 2020	SELL	$25.92 - $28.73 $93,312 - $103,428	-3,600 Reduced 19.99%	14,410 $395,000
Q2 2020 Jul 20, 2020	SELL	$20.78 - $27.24 $58,184 - $76,272	-2,800 Reduced 13.46%	18,010 $467,000
Q1 2020 Apr 27, 2020	BUY	$19.02 - $31.91 $6,219 - $10,434	327 Added 1.6%	20,810 $457,000
Q4 2019 Feb 10, 2020	BUY	$28.18 - $31.27 $577,210 - $640,503	20,483 New	20,483 $638,000

Others Institutions Holding SZNE

# of Institutions

Shares Held

510K

Call Options Held

Put Options Held

View Full List

About PACER FDS TR CFRA-STOVALL EQL

Ticker SZNE
Sector ETFs
Industry ETFs

More about SZNE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Western Wealth Management, LLC with notifications on news.

Account

Western Wealth Management, LLC Pacer Fds Tr Cfra Stovall Eql Transaction History