American Economic Planning Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $318K | Sell |
1,811
-107
| -6% | -$18.8K | 0.09% | 61 |
|
|
2019
Q2 | $333K | Sell |
1,918
-376
| -16% | -$65.3K | 0.1% | 58 |
|
|
2019
Q1 | $358K | Sell |
2,294
-425
| -16% | -$66.3K | 0.11% | 53 |
|
|
2018
Q4 | $359K | Hold |
2,719
| – | – | 0.12% | 52 |
|
|
2018
Q3 | $408K | Sell |
2,719
-24
| -0.9% | -$3.6K | 0.14% | 42 |
|
|
2018
Q2 | $363K | Sell |
2,743
-125
| -4% | -$16.5K | 0.13% | 46 |
|
|
2018
Q1 | $343K | Sell |
2,868
-230
| -7% | -$27.5K | 0.13% | 58 |
|
|
2017
Q4 | $353K | Buy |
+3,098
| New | +$353K | 0.13% | 56 |
|