Adams Chetwood Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $961K | Buy |
4,334
+507
| +13% | +$112K | 0.54% | 35 |
|
|
2021
Q4 | $829K | Buy |
3,827
+18
| +0.5% | +$3.9K | 0.56% | 38 |
|
|
2021
Q3 | $848K | Buy |
3,809
+43
| +1% | +$9.57K | 0.61% | 36 |
|
|
2021
Q2 | $881K | Buy |
3,766
+170
| +5% | +$39.8K | 0.62% | 35 |
|
|
2021
Q1 | $761K | Buy |
3,596
+194
| +6% | +$41.1K | 0.58% | 38 |
|
|
2020
Q4 | $744K | Sell |
3,402
-62
| -2% | -$13.6K | 0.62% | 36 |
|
|
2020
Q3 | $693K | Buy |
3,464
+1
| +0% | +$200 | 0.67% | 33 |
|
|
2020
Q2 | $669K | Buy |
3,463
+1
| +0% | +$193 | 0.68% | 32 |
|
|
2020
Q1 | $641K | Buy |
3,462
+1
| +0% | +$185 | 0.75% | 29 |
|
|
2019
Q4 | $650K | Buy |
+3,461
| New | +$650K | 0.66% | 28 |
|