Adirondack Retirement Specialists’s Visa V Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-360	Closed	-$85.5K	–	126
2023 Q2	$85.5K	Sell	360 -37	-9%	-$8.79K	0.07%	31
2023 Q1	$90.4K	Hold	397	–	–	0.08%	32
2022 Q4	$82.5K	Sell	397 -110	-22%	-$22.9K	0.09%	24
2022 Q3	$90K	Buy	+507	New	+$90K	0.09%	27