Adalta Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$225K | – | 78 |
|
|
2019
Q4 | $225K | Hold |
1,200
| – | – | 0.14% | 65 |
|
|
2019
Q3 | $206K | Hold |
1,200
| – | – | 0.14% | 77 |
|
|
2019
Q2 | $208K | Buy |
+1,200
| New | +$208K | 0.14% | 76 |
|
|
2018
Q4 | – | Sell |
-1,200
| Closed | -$180K | – | 78 |
|
|
2018
Q3 | $180K | Buy |
+1,200
| New | +$180K | 0.13% | 76 |
|