Visionary Wealth Advisors’s American Century Short Duration Strategic Income ETF SDSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-15,302
| Closed | -$779K | – | 549 |
|
2024
Q2 | $779K | Sell |
15,302
-15,651
| -51% | -$797K | 0.05% | 268 |
|
2024
Q1 | $1.58M | Sell |
30,953
-85,839
| -73% | -$4.37M | 0.11% | 193 |
|
2023
Q4 | $5.94M | Sell |
116,792
-44,108
| -27% | -$2.24M | 0.44% | 65 |
|
2023
Q3 | $8.11M | Buy |
160,900
+29,108
| +22% | +$1.47M | 0.66% | 36 |
|
2023
Q2 | $6.66M | Buy |
131,792
+113,595
| +624% | +$5.74M | 0.53% | 47 |
|
2023
Q1 | $933K | Buy |
+18,197
| New | +$933K | 0.08% | 202 |
|