AW
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Alteri Wealth’s Visa V Stock Holding History

Alteri Wealth’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.68M Sell
4,737
-367
-7% -$130K 0.65% 25
2025
Q1 		$1.79M Buy
5,104
+192
+4% +$67.3K 0.79% 22
2024
Q4 		$1.55M Buy
+4,912
New +$1.55M 0.43% 30