Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-51,568
| Closed | -$2.8M | – | 378 |
|
|
2019
Q4 | $2.8M | Buy |
+51,568
| New | +$2.8M | 0.42% | 50 |
|
|
2019
Q3 | – | Sell |
-99,631
| Closed | -$4.97M | – | 388 |
|
|
2019
Q2 | $4.97M | Buy |
99,631
+95,145
| +2,121% | +$4.75M | 0.65% | 37 |
|
|
2019
Q1 | $228K | Sell |
4,486
-1,590
| -26% | -$80.8K | 0.05% | 341 |
|
|
2018
Q4 | $270K | Buy |
+6,076
| New | +$270K | 0.07% | 264 |
|