Yarger Wealth Strategies, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Yarger Wealth Strategies, LLC

$134 Million
Q1 2024

A detailed history of Yarger Wealth Strategies, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 7,816 shares of CDL stock, worth $477,166. This represents 0.36% of its overall portfolio holdings.

Number of Shares

7,816

Previous 7,762 0.7%

Holding current value

$477,166

Previous $453,000 7.06%

% of portfolio

0.36%

Previous 0.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$57.28 - $62.16 $3,093 - $3,356	54 Added 0.7%	7,816 $485,000
Q4 2023 Jan 18, 2024	SELL	$51.79 - $59.14 $22,735 - $25,962	-439 Reduced 5.35%	7,762 $453,000
Q3 2023 Oct 16, 2023	BUY	$54.27 - $58.97 $3,364 - $3,656	62 Added 0.76%	8,201 $445,000
Q2 2023 Jul 27, 2023	BUY	$54.07 - $58.38 $3,298 - $3,561	61 Added 0.76%	8,139 $460,000
Q1 2023 Apr 13, 2023	BUY	$54.52 - $62.29 $2,289 - $2,616	42 Added 0.52%	8,078 $464,000

Q4 2022 Jan 25, 2023	BUY	$57.13 - $61.4 $5,198 - $5,587	91 Added 1.15%	8,036 $0
Q3 2022 Nov 14, 2022	BUY	N/A	63 Added 0.8%	7,945 $421,000
Q2 2022 Aug 12, 2022	BUY	N/A	51 Added 0.65%	7,882 $459,000
Q1 2022 Apr 15, 2022	BUY	N/A	38 Added 0.49%	7,831 $494,000
Q4 2021 Feb 15, 2022	BUY	N/A	7,793 New	7,793 $476,000

Others Institutions Holding CDL

# of Institutions

Shares Held

2.35M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US LRG CA

Ticker CDL
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Yarger Wealth Strategies, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History