Accordant Advisory Group’s Visa V Stock Holding History

Accordant Advisory Group’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.5K	Sell
2025 Q2	$40.1K	Hold
2025 Q1	$39.6K	Hold
2024 Q4	$35.7K	Hold
2024 Q3	$31.1K	Buy
2024 Q2	$26.5K	Sell
2024 Q1	$179K	Buy