Coastal Investment Advisors, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Pacer Fds Tr Swan Sos Moderate stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 5,850 shares of PSMJ stock, worth $168,012. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,850

Previous 42,745 86.31%

Holding current value

$168,012

Previous $1.15 Million 85.79%

% of portfolio

0.08%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$26.14 - $27.93 $964,435 - $1.03 Million	-36,895 Reduced 86.31%	5,850 $163,000
Q2 2024 Jul 15, 2024	SELL	$25.74 - $26.85 $31,660 - $33,025	-1,230 Reduced 2.8%	42,745 $1.15 Million
Q1 2024 Apr 19, 2024	SELL	$24.68 - $26.23 $22,212 - $23,607	-900 Reduced 2.01%	43,975 $1.15 Million
Q4 2023 Jan 19, 2024	SELL	$22.73 - $24.94 $13,638 - $14,964	-600 Reduced 1.32%	44,875 $1.12 Million
Q2 2023 Aug 09, 2023	BUY	$21.7 - $23.58 $4,340 - $4,716	200 Added 0.44%	45,475 $1.07 Million
Q3 2022 Oct 27, 2022	BUY	$19.8 - $21.56 $896,445 - $976,129	45,275 New	45,275 $896,000

Others Institutions Holding PSMJ

# of Institutions

Shares Held

5.31M

Call Options Held

Put Options Held

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About PACER FDS TR SWAN SOS MODERATE

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Coastal Investment Advisors, Inc. Pacer Fds Tr Swan Sos Moderate Transaction History