Avaii Wealth Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,763
| Closed | -$1.04M | – | 138 |
|
|
2023
Q4 | $1.04M | Sell |
17,763
-1,320
| -7% | -$77.2K | 0.68% | 29 |
|
|
2023
Q3 | $1.04M | Sell |
19,083
-636
| -3% | -$34.5K | 0.78% | 25 |
|
|
2023
Q2 | $1.12M | Sell |
19,719
-4,072
| -17% | -$230K | 0.86% | 25 |
|
|
2023
Q1 | $1.37M | Sell |
23,791
-536
| -2% | -$30.8K | 1.19% | 17 |
|
|
2022
Q4 | $1.43M | Buy |
24,327
+882
| +4% | +$51.9K | 1.28% | 17 |
|
|
2022
Q3 | $1.24M | Buy |
+23,445
| New | +$1.24M | 1.29% | 16 |
|