Carson Wealth (CWM LLC)’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,281
| Closed | -$518K | – | 5206 |
|
|
2024
Q4 | $518K | Buy |
+11,281
| New | +$518K | ﹤0.01% | 1362 |
|
|
2024
Q1 | – | Sell |
-722
| Closed | -$34K | – | 4759 |
|
|
2023
Q4 | $34K | Buy |
+722
| New | +$34K | ﹤0.01% | 2422 |
|
|
2022
Q4 | – | Sell |
-168
| Closed | -$8K | – | 4244 |
|
|
2022
Q3 | $8K | Buy |
+168
| New | +$8K | ﹤0.01% | 2855 |
|