Patriot Financial Group Insurance Agency’s Victory Portfolios II VictoryShares Short-Term Bond ETF USTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,616
| Closed | -$280K | – | 503 |
|
|
2024
Q1 | $280K | Sell |
5,616
-700
| -11% | -$34.9K | 0.04% | 382 |
|
|
2023
Q4 | $313K | Sell |
6,316
-23,642
| -79% | -$1.17M | 0.06% | 321 |
|
|
2023
Q3 | $1.47M | Buy |
29,958
+14,097
| +89% | +$690K | 0.3% | 77 |
|
|
2023
Q2 | $775K | Buy |
15,861
+9,265
| +140% | +$453K | 0.15% | 168 |
|
|
2023
Q1 | $324K | Buy |
+6,596
| New | +$324K | 0.07% | 316 |
|
|
2022
Q3 | – | Sell |
-463
| Closed | -$23K | – | 1871 |
|
|
2022
Q2 | $23K | Sell |
463
-54
| -10% | -$2.68K | ﹤0.01% | 960 |
|
|
2022
Q1 | $26K | Hold |
517
| – | – | ﹤0.01% | 994 |
|
|
2021
Q4 | $27K | Buy |
+517
| New | +$27K | ﹤0.01% | 1096 |
|