BDO Wealth Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-853
| Closed | -$53K | – | 1169 |
|
|
2020
Q4 | $53K | Hold |
853
| – | – | 0.01% | 347 |
|
|
2020
Q3 | $46K | Hold |
853
| – | – | 0.01% | 340 |
|
|
2020
Q2 | $43K | Sell |
853
-51
| -6% | -$2.57K | 0.01% | 345 |
|
|
2020
Q1 | $38K | Hold |
904
| – | – | 0.01% | 362 |
|
|
2019
Q4 | $51K | Hold |
904
| – | – | 0.01% | 297 |
|
|
2019
Q3 | $48K | Hold |
904
| – | – | 0.01% | 317 |
|
|
2019
Q2 | $47K | Buy |
+904
| New | +$47K | 0.01% | 308 |
|
|
2017
Q3 | – | Sell |
-40
| Closed | -$2K | – | 456 |
|
|
2017
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 491 |
|