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WealthPLAN Partners’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

WealthPLAN Partners’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,840
Closed -$775K – 316
2023
Q4 		$775K Sell
13,840
-2,224
-14% -$113K 0.08% 171
2023
Q3 		$787K Sell
16,064
-76,155
-83% -$3.94M 0.09% 159
2023
Q2 		$4.73M Buy
92,219
+2,382
+3% +$120K 0.67% 30
2023
Q1 		$4.66M Sell
89,837
-1,103
-1% -$59.9K 0.53% 53
2022
Q4 		$5.13M Buy
+90,940
New +$4.71M 0.36% 72
2022
Q1 		$3.45M Buy
62,939
+8,610
+16% +$512K 0.24% 90
2021
Q4 		$3.23M Buy
+54,329
New +$3.27M 0.21% 91

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