B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,790
| Closed | -$218K | – | 1552 |
|
|
2023
Q1 | $218K | Buy |
3,790
+378
| +11% | +$21.7K | 0.01% | 1249 |
|
|
2022
Q4 | $201K | Sell |
3,412
-547
| -14% | -$32.2K | 0.01% | 1270 |
|
|
2022
Q3 | $210K | Buy |
3,959
+181
| +5% | +$9.6K | 0.01% | 1198 |
|
|
2022
Q2 | $220K | Buy |
3,778
+153
| +4% | +$8.91K | 0.01% | 1008 |
|
|
2022
Q1 | $229K | Buy |
+3,625
| New | +$229K | 0.01% | 1149 |
|