Harvest Group Wealth Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-42
| Closed | -$3K | – | 143 |
|
|
2020
Q4 | $3K | Sell |
42
-23
| -35% | -$1.64K | ﹤0.01% | 289 |
|
|
2020
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $3K | Buy |
65
+13
| +25% | +$600 | ﹤0.01% | 272 |
|
|
2020
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 303 |
|
|
2019
Q4 | $2K | Buy |
52
+11
| +27% | +$423 | ﹤0.01% | 584 |
|
|
2019
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 657 |
|
|
2019
Q2 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 514 |
|