Institutional & Family Asset Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,295
| Closed | -$66K | – | 815 |
|
|
2019
Q4 | $66K | Sell |
1,295
-46
| -3% | -$2.34K | 0.01% | 291 |
|
|
2019
Q3 | $64K | Sell |
1,341
-1,925
| -59% | -$91.9K | 0.01% | 268 |
|
|
2019
Q2 | $153K | Sell |
3,266
-20,896
| -86% | -$979K | 0.03% | 183 |
|
|
2019
Q1 | $1.11M | Buy |
24,162
+13,114
| +119% | +$602K | 0.23% | 84 |
|
|
2018
Q4 | $457K | Buy |
11,048
+3,967
| +56% | +$164K | 0.1% | 112 |
|
|
2018
Q3 | $327K | Buy |
7,081
+2,828
| +66% | +$131K | 0.06% | 151 |
|
|
2018
Q2 | $193K | Buy |
4,253
+1,460
| +52% | +$66.3K | 0.04% | 183 |
|
|
2018
Q1 | $123K | Buy |
+2,793
| New | +$123K | 0.03% | 211 |
|