ARIS
Advanced Research Investment Solutions’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,256
| Closed | -$298K | – | 35 |
|
|
2023
Q2 | $298K | Buy |
+1,256
| New | +$298K | 0.17% | 28 |
|
|
2022
Q4 | – | Sell |
-1,061
| Closed | -$188K | – | 146 |
|
|
2022
Q3 | $188K | Buy |
1,061
+637
| +150% | +$113K | 0.12% | 27 |
|
|
2022
Q2 | $83K | Hold |
424
| – | – | 0.05% | 39 |
|
|
2022
Q1 | $94K | Sell |
424
-35
| -8% | -$7.76K | 0.04% | 56 |
|
|
2021
Q4 | $99K | Buy |
459
+35
| +8% | +$7.55K | 0.04% | 77 |
|
|
2021
Q3 | $94.4K | Hold |
424
| – | – | 0.05% | 52 |
|
|
2021
Q2 | $99K | Hold |
424
| – | – | 0.09% | 23 |
|
|
2021
Q1 | $90K | Hold |
424
| – | – | 0.1% | 19 |
|
|
2020
Q4 | $93K | Buy |
+424
| New | +$93K | 0.14% | 15 |
|