Tyler-Stone Wealth Management’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
Q3 | – | Sell |
-141
| Closed | -$11.2K | – | 398 |
|
|
2024
Q2 | $11.2K | Buy |
141
+1
| +0.7% | +$79 | ﹤0.01% | 624 |
|
|
2024
Q1 | $11.4K | Hold |
140
| – | – | 0.01% | 621 |
|
|
2023
Q4 | $10.4K | Buy |
140
+1
| +0.7% | +$74 | 0.01% | 616 |
|
|
2023
Q3 | $9K | Hold |
139
| – | – | 0.01% | 618 |
|
|
2023
Q2 | $10K | Buy |
+139
| New | +$10K | 0.01% | 601 |
|
|
2022
Q4 | $9K | Buy |
138
+1
| +0.7% | +$65 | 0.01% | 562 |
|
|
2022
Q3 | $8K | Buy |
137
+1
| +0.7% | +$58 | 0.01% | 568 |
|
|
2022
Q2 | $9K | Hold |
136
| – | – | 0.01% | 571 |
|
|
2022
Q1 | $10K | Buy |
136
+1
| +0.7% | +$74 | 0.01% | 566 |
|
|
2021
Q4 | $11K | Buy |
+135
| New | +$11K | 0.01% | 582 |
|