Ancora Family Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.23M | Buy |
14,902
+1,527
| +11% | +$126K | 0.42% | 73 |
|
|
2016
Q2 | $992K | Buy |
13,375
+1,204
| +10% | +$89.3K | 0.38% | 77 |
|
|
2016
Q1 | $931K | Sell |
12,171
-598
| -5% | -$45.7K | 0.38% | 83 |
|
|
2015
Q4 | $990K | Sell |
12,769
-198
| -2% | -$15.4K | 0.42% | 76 |
|
|
2015
Q3 | $903K | Buy |
+12,967
| New | +$903K | 0.38% | 82 |
|