AIFAIM
American Institute for Advanced Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,191
| Closed | -$431K | – | 111 |
|
|
2022
Q2 | $431K | Sell |
2,191
-60
| -3% | -$11.8K | 0.38% | 66 |
|
|
2022
Q1 | $499K | Sell |
2,251
-240
| -10% | -$53.2K | 0.36% | 67 |
|
|
2021
Q4 | $540K | Buy |
2,491
+120
| +5% | +$26K | 0.36% | 66 |
|
|
2021
Q3 | $528K | Sell |
2,371
-75
| -3% | -$16.7K | 0.37% | 68 |
|
|
2021
Q2 | $572K | Buy |
2,446
+80
| +3% | +$18.7K | 0.4% | 65 |
|
|
2021
Q1 | $501K | Sell |
2,366
-110
| -4% | -$23.3K | 0.38% | 66 |
|
|
2020
Q4 | $542K | Buy |
2,476
+7
| +0.3% | +$1.53K | 0.44% | 60 |
|
|
2020
Q3 | $494K | Sell |
2,469
-155
| -6% | -$31K | 0.44% | 56 |
|
|
2020
Q2 | $507K | Buy |
+2,624
| New | +$507K | 0.48% | 55 |
|
|
2020
Q1 | – | Sell |
-1,094
| Closed | -$206K | – | 102 |
|
|
2019
Q4 | $206K | Buy |
+1,094
| New | +$206K | 0.2% | 93 |
|