Summit Wealth & Retirement Planning’s Victory Capital Holdings VCTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,099
| Closed | -$237K | – | 105 |
|
|
2023
Q1 | $237K | Sell |
8,099
-6,615
| -45% | -$194K | 0.09% | 98 |
|
|
2022
Q4 | $395K | Sell |
14,714
-1,901
| -11% | -$51K | 0.16% | 75 |
|
|
2022
Q3 | $387K | Hold |
16,615
| – | – | 0.15% | 77 |
|
|
2022
Q2 | $400K | Sell |
16,615
-80
| -0.5% | -$1.93K | 0.15% | 76 |
|
|
2022
Q1 | $482K | Sell |
16,695
-681
| -4% | -$19.7K | 0.17% | 69 |
|
|
2021
Q4 | $635K | Buy |
+17,376
| New | +$635K | 0.22% | 57 |
|