Aldebaran Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,339
| Closed | -$699K | – | 88 |
|
|
2020
Q1 | $699K | Buy |
4,339
+25
| +0.6% | +$4.03K | 0.68% | 56 |
|
|
2019
Q4 | $811K | Buy |
4,314
+40
| +0.9% | +$7.52K | 0.62% | 57 |
|
|
2019
Q3 | $745K | Hold |
4,274
| – | – | 0.5% | 65 |
|
|
2019
Q2 | $742K | Hold |
4,274
| – | – | 0.51% | 64 |
|
|
2019
Q1 | $668K | Hold |
4,274
| – | – | 0.47% | 66 |
|
|
2018
Q4 | $564K | Hold |
4,274
| – | – | 0.43% | 70 |
|
|
2018
Q3 | $641K | Hold |
4,274
| – | – | 0.42% | 70 |
|
|
2018
Q2 | $566K | Hold |
4,274
| – | – | 0.39% | 72 |
|
|
2018
Q1 | $511K | Hold |
4,274
| – | – | 0.34% | 72 |
|
|
2017
Q4 | $487K | Buy |
+4,274
| New | +$487K | 0.32% | 70 |
|