WMWM
Whitaker-Myers Wealth Managers’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,273
| Closed | -$228K | – | 110 |
|
|
2024
Q2 | $228K | Sell |
4,273
-651
| -13% | -$34.8K | 0.08% | 93 |
|
|
2024
Q1 | $276K | Sell |
4,924
-283
| -5% | -$15.9K | 0.12% | 80 |
|
|
2023
Q4 | $291K | Sell |
5,207
-77
| -1% | -$4.31K | 0.15% | 64 |
|
|
2023
Q3 | $259K | Sell |
5,284
-2
| -0% | -$98 | 0.16% | 62 |
|
|
2023
Q2 | $271K | Sell |
5,286
-397
| -7% | -$20.4K | 0.18% | 59 |
|
|
2023
Q1 | $295K | Buy |
5,683
+41
| +0.7% | +$2.13K | 0.23% | 55 |
|
|
2022
Q4 | $291K | Buy |
+5,642
| New | +$291K | 0.28% | 54 |
|