Patriot Financial Group Insurance Agency’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-307
| Closed | -$10K | – | 1677 |
|
2020
Q1 | $10K | Buy |
307
+2
| +0.7% | +$65 | ﹤0.01% | 852 |
|
2019
Q4 | $14K | Buy |
305
+4
| +1% | +$184 | 0.01% | 759 |
|
2019
Q3 | $13K | Buy |
301
+1
| +0.3% | +$43 | 0.01% | 746 |
|
2019
Q2 | $13K | Hold |
300
| – | – | 0.01% | 748 |
|
2019
Q1 | $13K | Hold |
300
| – | – | 0.01% | 642 |
|
2018
Q4 | $12K | Buy |
+300
| New | +$12K | 0.01% | 574 |
|
2018
Q3 | – | Sell |
-300
| Closed | -$14K | – | 995 |
|
2018
Q2 | $14K | Hold |
300
| – | – | 0.02% | 346 |
|
2018
Q1 | $13K | Hold |
300
| – | – | 0.01% | 552 |
|
2017
Q4 | $13K | Hold |
300
| – | – | 0.01% | 538 |
|
2017
Q3 | $13K | Buy |
+300
| New | +$13K | 0.01% | 497 |
|