Geneos Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-648
| Closed | -$34K | – | 2126 |
|
|
2022
Q2 | $34K | Hold |
648
| – | – | ﹤0.01% | 1446 |
|
|
2022
Q1 | $37K | Hold |
648
| – | – | ﹤0.01% | 1505 |
|
|
2021
Q4 | $39K | Hold |
648
| – | – | ﹤0.01% | 1586 |
|
|
2021
Q3 | $37K | Hold |
648
| – | – | ﹤0.01% | 1624 |
|
|
2021
Q2 | $38K | Sell |
648
-449
| -41% | -$26.3K | ﹤0.01% | 1608 |
|
|
2021
Q1 | $65K | Hold |
1,097
| – | – | ﹤0.01% | 1492 |
|
|
2020
Q4 | $38K | Buy |
+1,097
| New | +$38K | ﹤0.01% | 1581 |
|