Geneos Wealth Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-25
| Closed | -$1.58K | – | 2107 |
|
2022
Q4 | $1.58K | Sell |
25
-115
| -82% | -$7.25K | ﹤0.01% | 1913 |
|
2022
Q3 | $8K | Hold |
140
| – | – | ﹤0.01% | 1591 |
|
2022
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 2055 |
|
2022
Q1 | $9K | Hold |
140
| – | – | ﹤0.01% | 2138 |
|
2021
Q4 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 2194 |
|
2020
Q4 | – | Sell |
-34
| Closed | -$1K | – | 3006 |
|
2020
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 2578 |
|