Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 14, 2020

SELL
$29.89 - $50.97 $38,707 - $66,006
-1,295 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$46.02 - $50.66 $2,116 - $2,330
-46 Reduced 3.43%
1,295 $66,000
Q3 2019

Nov 14, 2019

SELL
$47.37 - $48.2 $91,187 - $92,785
-1,925 Reduced 58.94%
1,341 $64,000
Q2 2019

Aug 14, 2019

SELL
N/A
-20,896 Reduced 86.48%
3,266 $153,000
Q1 2019

May 13, 2019

BUY
N/A
13,114 Added 118.7%
24,162 $1.11 Million
Q4 2018

Feb 14, 2019

BUY
N/A
3,967 Added 56.02%
11,048 $457,000
Q3 2018

Nov 13, 2018

BUY
N/A
2,828 Added 66.49%
7,081 $327,000
Q2 2018

Aug 13, 2018

BUY
N/A
1,460 Added 52.27%
4,253 $193,000
Q1 2018

May 14, 2018

BUY
N/A
2,793 New
2,793 $123,000

Others Institutions Holding CDL

About VICTORY PORTF II SHS US LRG CA


  • Ticker CDL
  • Sector ETFs
  • Industry ETFs
More about CDL
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.