EverSource Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-974
| Closed | -$46.7K | – | 3825 |
|
|
2024
Q3 | $46.7K | Buy |
974
+6
| +0.6% | +$288 | ﹤0.01% | 1101 |
|
|
2024
Q2 | $45.5K | Buy |
968
+9
| +0.9% | +$423 | ﹤0.01% | 1131 |
|
|
2024
Q1 | $43.3K | Buy |
959
+10
| +1% | +$452 | ﹤0.01% | 1037 |
|
|
2023
Q4 | $44.5K | Buy |
949
+11
| +1% | +$516 | ﹤0.01% | 946 |
|
|
2023
Q3 | $41.8K | Buy |
938
+8
| +0.9% | +$356 | ﹤0.01% | 882 |
|
|
2023
Q2 | $42.8K | Buy |
930
+7
| +0.8% | +$323 | ﹤0.01% | 895 |
|
|
2023
Q1 | $43.1K | Buy |
923
+4
| +0.4% | +$187 | 0.01% | 837 |
|
|
2022
Q4 | $41.8K | Buy |
919
+8
| +0.9% | +$364 | 0.01% | 827 |
|
|
2022
Q3 | $41K | Buy |
911
+5
| +0.6% | +$225 | 0.01% | 687 |
|
|
2022
Q2 | $43K | Buy |
+906
| New | +$43K | 0.01% | 660 |
|