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

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 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 7,379 shares of PSFJ stock, worth $219,303. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,379

Previous 7,890 6.48%

Holding current value

$219,303

Previous $226,000 4.87%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$28.48 - $29.66 $14,553 - $15,156	-511 Reduced 6.48%	7,379 $215,000
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

1.49M

Call Options Held

Put Options Held

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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