Advocacy Wealth Management Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4
| Closed | -$1K | – | 129 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 129 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$8K | – | 561 |
|
|
2015
Q4 | $8K | Buy |
+100
| New | +$8K | 0.01% | 383 |
|
|
2013
Q3 | $91K | Buy |
1,824
+1,604
| +729% | +$80K | 0.25% | 71 |
|
|
2013
Q2 | $10K | Buy |
+220
| New | +$10K | 0.04% | 182 |
|