Sweet Financial Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-28,987
| Closed | -$1.79M | – | 174 |
|
|
2023
Q2 | $1.79M | Sell |
28,987
-87,722
| -75% | -$5.4M | 0.47% | 46 |
|
|
2023
Q1 | $7.27M | Sell |
116,709
-345,242
| -75% | -$21.5M | 2.01% | 12 |
|
|
2022
Q4 | $29.6M | Sell |
461,951
-2,690
| -0.6% | -$172K | 8.69% | 2 |
|
|
2022
Q3 | $29.8M | Buy |
464,641
+8,275
| +2% | +$531K | 9.49% | 2 |
|
|
2022
Q2 | $29.3M | Buy |
456,366
+5,082
| +1% | +$327K | 9.19% | 2 |
|
|
2022
Q1 | $33.4M | Sell |
451,284
-41,919
| -8% | -$3.1M | 8.95% | 2 |
|
|
2021
Q4 | $38.3M | Buy |
+493,203
| New | +$38.3M | 15.91% | 1 |
|