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Perennial Investment Advisors’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Perennial Investment Advisors’s Portfolio CFA Stock Details CFA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,977
Closed -$201K – 153
2020
Q2 		$201K Sell
3,977
-5,831
-59% -$295K 0.14% 120
2020
Q1 		$416K Sell
9,808
-9,831
-50% -$417K 0.37% 57
2019
Q4 		$1.11M Buy
+19,639
New +$1.11M 0.87% 27