Integrated Wealth Concepts’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
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|
2025
Q1 | $692K | Buy |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $661K | Sell |
|
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|
2024
Q2 | $598K | Sell |
|
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|
2024
Q1 | $611K | Sell |
|
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|
2023
Q4 | $586K | Sell |
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|
2023
Q3 | $603K | Sell |
|
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $801K | Buy |
|
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|
2022
Q4 | $363K | Buy |
|
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|
2022
Q3 | $262K | Buy |
|
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|
2022
Q2 | $269K | Buy |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Buy |
|