Steward Partners Investment Advisory’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3K | Sell |
950
-200
| -17% | -$13.3K | ﹤0.01% | 2358 |
|
|
2025
Q1 | $78.8K | Hold |
1,150
| – | – | ﹤0.01% | 2152 |
|
|
2024
Q4 | $75.1K | Buy |
1,150
+175
| +18% | +$11.4K | ﹤0.01% | 2124 |
|
|
2024
Q3 | $66.1K | Sell |
975
-20
| -2% | -$1.36K | ﹤0.01% | 2092 |
|
|
2024
Q2 | $60.7K | Hold |
995
| – | – | ﹤0.01% | 2009 |
|
|
2024
Q1 | $61.8K | Buy |
995
+40
| +4% | +$2.49K | ﹤0.01% | 1997 |
|
|
2023
Q4 | $55.8K | Hold |
955
| – | – | ﹤0.01% | 1934 |
|
|
2023
Q3 | $51.8K | Sell |
955
-196
| -17% | -$10.6K | ﹤0.01% | 1894 |
|
|
2023
Q2 | $65.1K | Sell |
1,151
-14
| -1% | -$792 | ﹤0.01% | 1775 |
|
|
2023
Q1 | $67K | Buy |
1,165
+770
| +195% | +$44.3K | ﹤0.01% | 1739 |
|
|
2022
Q4 | $23.3K | Buy |
+395
| New | +$23.3K | ﹤0.01% | 2171 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$3K | – | 2666 |
|
|
2020
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2198 |
|