Western Wealth Management’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
4,956
+40
| +0.8% | +$2.66K | 0.02% | 527 |
|
|
2025
Q1 | $337K | Buy |
4,916
+216
| +5% | +$14.8K | 0.02% | 495 |
|
|
2024
Q4 | $307K | Hold |
4,700
| – | – | 0.02% | 513 |
|
|
2024
Q3 | $319K | Buy |
+4,700
| New | +$319K | 0.02% | 579 |
|
|
2022
Q4 | – | Sell |
-3,967
| Closed | -$210K | – | 630 |
|
|
2022
Q3 | $210K | Buy |
3,967
+2
| +0.1% | +$106 | 0.01% | 733 |
|
|
2022
Q2 | $231K | Sell |
3,965
-97
| -2% | -$5.65K | 0.01% | 693 |
|
|
2022
Q1 | $256K | Buy |
+4,062
| New | +$256K | 0.01% | 726 |
|