AFS
Annapolis Financial Services’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $121K | Buy |
439
+3
| +0.7% | +$824 | 0.04% | 112 |
|
|
2024
Q2 | $114K | Hold |
436
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $122K | Sell |
436
-905
| -67% | -$253K | 0.04% | 108 |
|
|
2023
Q4 | $349K | Sell |
1,341
-20
| -1% | -$5.21K | 0.09% | 103 |
|
|
2023
Q3 | $313K | Buy |
1,361
+77
| +6% | +$17.7K | 0.09% | 94 |
|
|
2023
Q2 | $305K | Hold |
1,284
| – | – | 0.09% | 95 |
|
|
2023
Q1 | $289K | Hold |
1,284
| – | – | 0.09% | 95 |
|
|
2022
Q4 | $267K | Sell |
1,284
-19
| -1% | -$3.95K | 0.09% | 97 |
|
|
2022
Q3 | $231K | Sell |
1,303
-464
| -26% | -$82.3K | 0.08% | 101 |
|
|
2022
Q2 | $348K | Hold |
1,767
| – | – | 0.13% | 90 |
|
|
2022
Q1 | $392K | Buy |
1,767
+14
| +0.8% | +$3.11K | 0.13% | 87 |
|
|
2021
Q4 | $380K | Sell |
1,753
-119
| -6% | -$25.8K | 0.12% | 91 |
|
|
2021
Q3 | $417K | Buy |
1,872
+189
| +11% | +$42.1K | 0.14% | 84 |
|
|
2021
Q2 | $393K | Sell |
1,683
-5
| -0.3% | -$1.17K | 0.13% | 81 |
|
|
2021
Q1 | $357K | Buy |
1,688
+7
| +0.4% | +$1.48K | 0.13% | 75 |
|
|
2020
Q4 | $368K | Buy |
+1,681
| New | +$368K | 0.14% | 71 |
|