EverSource Wealth Advisors’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
2,328
-479
| -17% | -$31.9K | 0.01% | 977 |
|
|
2025
Q1 | $192K | Sell |
2,807
-786
| -22% | -$53.8K | 0.01% | 674 |
|
|
2024
Q4 | $235K | Sell |
3,593
-1,467
| -29% | -$95.8K | 0.01% | 595 |
|
|
2024
Q3 | $343K | Buy |
5,060
+1,579
| +45% | +$107K | 0.02% | 412 |
|
|
2024
Q2 | $225K | Sell |
3,481
-406
| -10% | -$26.3K | 0.02% | 521 |
|
|
2024
Q1 | $235K | Sell |
3,887
-1,135
| -23% | -$68.5K | 0.02% | 443 |
|
|
2023
Q4 | $294K | Sell |
5,022
-7,444
| -60% | -$435K | 0.03% | 345 |
|
|
2023
Q3 | $677K | Sell |
12,466
-1,320
| -10% | -$71.6K | 0.07% | 195 |
|
|
2023
Q2 | $780K | Buy |
13,786
+12,707
| +1,178% | +$719K | 0.09% | 185 |
|
|
2023
Q1 | $62.1K | Buy |
1,079
+109
| +11% | +$6.27K | 0.01% | 712 |
|
|
2022
Q4 | $57.1K | Buy |
+970
| New | +$57.1K | 0.01% | 711 |
|