WealthPLAN Partners’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,840
| Closed | -$775K | – | 316 |
|
|
2023
Q4 | $775K | Sell |
13,840
-2,224
| -14% | -$124K | 0.08% | 171 |
|
|
2023
Q3 | $787K | Sell |
16,064
-76,155
| -83% | -$3.73M | 0.09% | 159 |
|
|
2023
Q2 | $4.73M | Buy |
92,219
+2,382
| +3% | +$122K | 0.67% | 30 |
|
|
2023
Q1 | $4.66M | Sell |
89,837
-1,103
| -1% | -$57.2K | 0.53% | 53 |
|
|
2022
Q4 | $5.13M | Buy |
+90,940
| New | +$5.13M | 0.36% | 72 |
|
|
2022
Q1 | $3.45M | Buy |
62,939
+8,610
| +16% | +$472K | 0.24% | 90 |
|
|
2021
Q4 | $3.23M | Buy |
+54,329
| New | +$3.23M | 0.21% | 91 |
|