FIA
Foundations Investment Advisors’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,737
| Closed | -$201K | – | 711 |
|
2023
Q4 | $201K | Sell |
3,737
-730
| -16% | -$39.2K | 0.01% | 642 |
|
2023
Q3 | $219K | Sell |
4,467
-37,911
| -89% | -$1.86M | 0.01% | 590 |
|
2023
Q2 | $2.18M | Buy |
42,378
+1,593
| +4% | +$81.8K | 0.07% | 182 |
|
2023
Q1 | $2.12M | Buy |
+40,785
| New | +$2.12M | 0.08% | 155 |
|