Iht Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,634 shares of CDL stock, worth $244,495. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,634
Previous 3,370 7.83%
Holding current value
$244,495
Previous $205,000 20.0%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$60.7 - $67.83 $16,024 - $17,907
264 Added 7.83%
3,634 $246,000
Q2 2024

Aug 14, 2024
BUY
$58.73 - $63.02 $646 - $693
11 Added 0.33%
3,370 $205,000
Q1 2024

May 15, 2024
BUY
$57.28 - $62.16 $192,403 - $208,795
3,359 New
3,359 $208,000
Q2 2023

Aug 14, 2023
SELL
$54.07 - $58.38 $12,273 - $13,252
-227 Reduced 6.0%
3,559 $201,000
Q1 2023

May 15, 2023
BUY
$54.52 - $62.29 $2,126 - $2,429
39 Added 1.04%
3,786 $217,000
Q4 2022

Feb 14, 2023
BUY
$52.8 - $61.4 $197,841 - $230,065
3,747 New
3,747 $220,000
Q2 2022

Aug 15, 2022
SELL
$55.6 - $64.8 $220,064 - $256,478
-3,958 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$59.35 - $63.73 $237 - $254
4 Added 0.1%
3,958 $250,000
Q4 2021

Feb 14, 2022
SELL
$57.0 - $61.12 $13,908 - $14,913
-244 Reduced 5.81%
3,954 $242,000
Q3 2021

Nov 15, 2021
SELL
$55.69 - $58.91 $97,958 - $103,622
-1,759 Reduced 29.53%
4,198 $239,000
Q2 2021

Aug 16, 2021
BUY
$54.81 - $58.67 $219 - $234
4 Added 0.07%
5,957 $337,000
Q1 2021

May 18, 2021
BUY
$46.47 - $55.05 $6,226 - $7,376
134 Added 2.3%
5,953 $326,000
Q4 2020

Feb 17, 2021
BUY
$40.18 - $47.63 $8,477 - $10,049
211 Added 3.76%
5,819 $274,000
Q3 2020

Nov 19, 2020
BUY
$38.16 - $42.4 $214,001 - $237,779
5,608 New
5,608 $227,000

Others Institutions Holding CDL

# of Institutions
55
Shares Held
2.18M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

CDL Quotes by TradingView
  • Ticker CDL
  • Sector ETFs
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More about CDL
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