Kingsview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,555
| Closed | -$319K | – | 915 |
|
|
2023
Q1 | $319K | Buy |
5,555
+453
| +9% | +$26.1K | 0.01% | 693 |
|
|
2022
Q4 | $300K | Buy |
+5,102
| New | +$300K | 0.01% | 666 |
|
|
2022
Q3 | – | Sell |
-11,673
| Closed | -$678K | – | 823 |
|
|
2022
Q2 | $678K | Buy |
11,673
+533
| +5% | +$31K | 0.03% | 469 |
|
|
2022
Q1 | $703K | Buy |
+11,140
| New | +$703K | 0.03% | 495 |
|