Advantage Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $230K | Sell |
1,339
-51
| -4% | -$8.76K | 0.18% | 130 |
|
|
2019
Q2 | $241K | Sell |
1,390
-174
| -11% | -$30.2K | 0.18% | 127 |
|
|
2019
Q1 | $244K | Sell |
1,564
-2,400
| -61% | -$374K | 0.19% | 122 |
|
|
2018
Q4 | $523K | Buy |
3,964
+610
| +18% | +$80.5K | 0.4% | 46 |
|
|
2018
Q3 | $503K | Buy |
3,354
+1,296
| +63% | +$194K | 0.33% | 61 |
|
|
2018
Q2 | $273K | Sell |
2,058
-147
| -7% | -$19.5K | 0.2% | 96 |
|
|
2018
Q1 | $264K | Buy |
2,205
+152
| +7% | +$18.2K | 0.1% | 141 |
|
|
2017
Q4 | $234K | Sell |
2,053
-926
| -31% | -$106K | 0.07% | 156 |
|
|
2017
Q3 | $314K | Buy |
2,979
+866
| +41% | +$91.3K | 0.1% | 133 |
|
|
2017
Q2 | $198K | Buy |
2,113
+651
| +45% | +$61K | 0.07% | 160 |
|
|
2017
Q1 | $130K | Buy |
1,462
+314
| +27% | +$27.9K | 0.05% | 196 |
|
|
2016
Q4 | $90K | Buy |
1,148
+24
| +2% | +$1.88K | 0.03% | 237 |
|
|
2016
Q3 | $93K | Sell |
1,124
-491
| -30% | -$40.6K | 0.03% | 226 |
|
|
2016
Q2 | $120K | Buy |
1,615
+44
| +3% | +$3.27K | 0.06% | 200 |
|
|
2016
Q1 | $120K | Buy |
1,571
+50
| +3% | +$3.82K | 0.05% | 191 |
|
|
2015
Q4 | $118K | Buy |
1,521
+239
| +19% | +$18.5K | 0.06% | 204 |
|
|
2015
Q3 | $89K | Sell |
1,282
-77
| -6% | -$5.35K | 0.05% | 236 |
|
|
2015
Q2 | $91K | Buy |
1,359
+135
| +11% | +$9.04K | 0.04% | 258 |
|
|
2015
Q1 | $80K | Sell |
1,224
-200
| -14% | -$13.1K | 0.05% | 274 |
|
|
2014
Q4 | $93K | Buy |
+1,424
| New | +$93K | 0.07% | 224 |
|