Sound Financial Strategies Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,788
| Closed | -$127K | – | 84 |
|
|
2021
Q2 | $127K | Sell |
1,788
-23
| -1% | -$1.63K | 0.06% | 81 |
|
|
2021
Q1 | $122K | Hold |
1,811
| – | – | 0.06% | 80 |
|
|
2020
Q4 | $113K | Sell |
1,811
-892
| -33% | -$55.7K | 0.06% | 73 |
|
|
2020
Q3 | $147K | Sell |
2,703
-46
| -2% | -$2.5K | 0.09% | 60 |
|
|
2020
Q2 | $139K | Sell |
2,749
-254
| -8% | -$12.8K | 0.09% | 60 |
|
|
2020
Q1 | $127K | Sell |
3,003
-3,742
| -55% | -$158K | 0.09% | 60 |
|
|
2019
Q4 | $381K | Buy |
+6,745
| New | +$381K | 0.24% | 60 |
|