EWA
EverSource Wealth Advisors’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Sell |
384
-1,912
| -83% | -$122K | ﹤0.01% | 2134 |
|
|
2025
Q1 | $151K | Sell |
2,296
-2,452
| -52% | -$161K | 0.01% | 763 |
|
|
2024
Q4 | $297K | Sell |
4,748
-3,614
| -43% | -$226K | 0.02% | 506 |
|
|
2024
Q3 | $543K | Buy |
8,362
+7,601
| +999% | +$494K | 0.03% | 310 |
|
|
2024
Q2 | $47.1K | Sell |
761
-6,085
| -89% | -$377K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $396K | Sell |
6,846
-3,939
| -37% | -$228K | 0.03% | 319 |
|
|
2023
Q4 | $610K | Sell |
10,785
-8,680
| -45% | -$491K | 0.06% | 224 |
|
|
2023
Q3 | $1.09M | Sell |
19,465
-10,394
| -35% | -$581K | 0.12% | 150 |
|
|
2023
Q2 | $1.72M | Sell |
29,859
-15,022
| -33% | -$865K | 0.19% | 110 |
|
|
2023
Q1 | $2.72M | Buy |
44,881
+4,160
| +10% | +$252K | 0.34% | 76 |
|
|
2022
Q4 | $2.53M | Buy |
40,721
+1,220
| +3% | +$75.7K | 0.38% | 65 |
|
|
2022
Q3 | $2.35M | Buy |
39,501
+2,009
| +5% | +$119K | 0.54% | 39 |
|
|
2022
Q2 | $2.48M | Buy |
37,492
+9,631
| +35% | +$637K | 0.64% | 32 |
|
|
2022
Q1 | $2M | Buy |
27,861
+10,956
| +65% | +$787K | 0.51% | 38 |
|
|
2021
Q4 | $1.18M | Buy |
+16,905
| New | +$1.18M | 0.33% | 51 |
|