Carolinas Wealth Consulting’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-471
| Closed | -$31.4K | – | 1124 |
|
|
2023
Q2 | $31.4K | Hold |
471
| – | – | 0.01% | 412 |
|
|
2023
Q1 | $30K | Hold |
471
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $29.7K | Hold |
471
| – | – | 0.01% | 428 |
|
|
2022
Q3 | $27K | Hold |
471
| – | – | 0.01% | 406 |
|
|
2022
Q2 | $28K | Hold |
471
| – | – | 0.01% | 410 |
|
|
2022
Q1 | $33K | Hold |
471
| – | – | 0.01% | 413 |
|
|
2021
Q4 | $35K | Buy |
+471
| New | +$35K | 0.01% | 415 |
|