Alera Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2021
Q2 | $207K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $200K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $278K | Buy |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $306K | Buy |
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