Carson Wealth (CWM LLC)’s VictoryShares Developed Enhanced Volatility Wtd ETF CIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $713K | Sell |
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|
2023
Q3 | $844K | Sell |
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|
2023
Q2 | $909K | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q2 | $1.27M | Hold |
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|
2021
Q1 | $1.27M | Hold |
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|
2020
Q4 | $1.27M | Hold |
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|
2020
Q3 | $1.27M | Hold |
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|
2020
Q2 | $1.27M | Hold |
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|
2020
Q1 | $1.27M | Hold |
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|
2019
Q4 | $1.27M | Hold |
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|
2019
Q3 | $1.27M | Hold |
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|
2019
Q2 | $1.27M | Hold |
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|
2019
Q1 | $1.27M | Sell |
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|
2018
Q4 | $2.67M | Buy |
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|
2018
Q3 | $2.95M | Sell |
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|
2018
Q2 | $2.95M | Buy |
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|
2018
Q1 | $2.97M | Buy |
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|
2017
Q4 | $2.81M | Buy |
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|
2017
Q3 | $2.7M | Buy |
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|
2017
Q2 | $2.56M | Buy |
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|
2017
Q1 | $1.61M | Buy |
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