Osborne Partners Capital Management’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,429
| Closed | -$208K | – | 208 |
|
|
2023
Q1 | $208K | Hold |
3,429
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $213K | Hold |
3,429
| – | – | 0.02% | 199 |
|
|
2022
Q3 | $204K | Hold |
3,429
| – | – | 0.02% | 195 |
|
|
2022
Q2 | $227K | Hold |
3,429
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $246K | Sell |
3,429
-3,425
| -50% | -$246K | 0.02% | 183 |
|
|
2021
Q4 | $477K | Buy |
+6,854
| New | +$477K | 0.03% | 150 |
|