OPWM
Oxinas Partners Wealth Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
24,140
+1,395
| +6% | +$77.3K | 0.69% | 39 |
|
|
2025
Q1 | $1.31M | Buy |
22,745
+4,693
| +26% | +$269K | 0.77% | 36 |
|
|
2024
Q4 | $1.07M | Buy |
18,052
+2,064
| +13% | +$123K | 0.63% | 40 |
|
|
2024
Q3 | $939K | Buy |
15,988
+5,579
| +54% | +$328K | 0.58% | 49 |
|
|
2024
Q2 | $556K | Buy |
10,409
+5,002
| +93% | +$267K | 0.37% | 63 |
|
|
2024
Q1 | $303K | Buy |
5,407
+974
| +22% | +$54.6K | 0.2% | 94 |
|
|
2023
Q4 | $248K | Buy |
+4,433
| New | +$248K | 0.18% | 97 |
|
|
2021
Q4 | – | Sell |
-52,156
| Closed | -$3M | – | 157 |
|
|
2021
Q3 | $3M | Sell |
52,156
-31,316
| -38% | -$1.8M | 1.74% | 13 |
|
|
2021
Q2 | $5.02M | Sell |
83,472
-5,355
| -6% | -$322K | 2.87% | 7 |
|
|
2021
Q1 | $5.24M | Buy |
+88,827
| New | +$5.24M | 3.33% | 2 |
|