Affinity Investment Advisors’s Visa V Stock Holding History

Affinity Investment Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$207K	Sell
2023 Q2	$225K	Buy
2023 Q1	$208K	Sell
2022 Q4	$208K	Buy
2014 Q3	–	Sell
2014 Q2	$12M	Sell
2014 Q1	$12.3M	Sell
2013 Q4	$12.7M	Sell
2013 Q3	$11.3M	Sell
2013 Q2	$23.4M	Buy