Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40
| Closed | -$3.25K | – | 3621 |
|
|
2024
Q1 | $3.25K | Hold |
40
| – | – | ﹤0.01% | 3168 |
|
|
2023
Q4 | $2.99K | Hold |
40
| – | – | ﹤0.01% | 3131 |
|
|
2023
Q3 | $2.72K | Sell |
40
-100
| -71% | -$6.81K | ﹤0.01% | 3018 |
|
|
2023
Q2 | $9.95K | Hold |
140
| – | – | ﹤0.01% | 2571 |
|
|
2023
Q1 | $9.62K | Buy |
140
+100
| +250% | +$6.87K | ﹤0.01% | 2553 |
|
|
2022
Q4 | $2.71K | Hold |
40
| – | – | ﹤0.01% | 2950 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 3006 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 2897 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 3006 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 2935 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 2914 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 6762 |
|
|
2021
Q1 | $2.68K | Hold |
40
| – | – | ﹤0.01% | 3166 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 2685 |
|
|
2020
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2555 |
|