SFSG
Sound Financial Strategies Group’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,763
| Closed | -$100K | – | 83 |
|
2021
Q2 | $100K | Sell |
1,763
-165
| -9% | -$9.36K | 0.05% | 83 |
|
2021
Q1 | $106K | Hold |
1,928
| – | – | 0.05% | 81 |
|
2020
Q4 | $91K | Sell |
1,928
-108
| -5% | -$5.1K | 0.05% | 75 |
|
2020
Q3 | $82K | Sell |
2,036
-300
| -13% | -$12.1K | 0.05% | 61 |
|
2020
Q2 | $92K | Sell |
2,336
-255
| -10% | -$10K | 0.06% | 61 |
|
2020
Q1 | $91K | Sell |
2,591
-1,880
| -42% | -$66K | 0.06% | 61 |
|
2019
Q4 | $226K | Buy |
+4,471
| New | +$226K | 0.14% | 63 |
|