Altavista Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $933K | Buy |
4,303
+614
| +17% | +$133K | 0.19% | 90 |
|
2021
Q3 | $822K | Buy |
3,689
+638
| +21% | +$142K | 0.18% | 91 |
|
2021
Q2 | $713K | Buy |
3,051
+1,234
| +68% | +$288K | 0.16% | 99 |
|
2021
Q1 | $385K | Sell |
1,817
-301
| -14% | -$63.8K | 0.09% | 129 |
|
2020
Q4 | $463K | Buy |
2,118
+80
| +4% | +$17.5K | 0.12% | 116 |
|
2020
Q3 | $407K | Buy |
2,038
+1
| +0% | +$200 | 0.11% | 115 |
|
2020
Q2 | $394K | Buy |
2,037
+54
| +3% | +$10.4K | 0.11% | 111 |
|
2020
Q1 | $320K | Buy |
1,983
+900
| +83% | +$145K | 0.11% | 122 |
|
2019
Q4 | $203K | Buy |
+1,083
| New | +$203K | 0.06% | 167 |
|