Aevitas Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $505K | Buy |
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|
2021
Q3 | $519K | Hold |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $439K | Buy |
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|
2020
Q4 | $432K | Hold |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $381K | Buy |
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|
2020
Q1 | $296K | Sell |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $489K | Sell |
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|
2018
Q4 | $436K | Hold |
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|
2018
Q3 | $496K | Buy |
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|
2018
Q2 | $438K | Hold |
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|
2018
Q1 | $395K | Buy |
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|
2017
Q4 | $377K | Buy |
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