Applied Research Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,111
| Closed | -$4.47M | – | 44 |
|
|
2021
Q2 | $4.47M | Hold |
19,111
| – | – | 1.6% | 22 |
|
|
2021
Q1 | $4.05M | Buy |
19,111
+5,516
| +41% | +$1.17M | 1.48% | 25 |
|
|
2020
Q4 | $2.97M | Sell |
13,595
-154
| -1% | -$33.7K | 1.27% | 33 |
|
|
2020
Q3 | $2.75M | Sell |
13,749
-344
| -2% | -$68.8K | 1.55% | 23 |
|
|
2020
Q2 | $2.72M | Buy |
+14,093
| New | +$2.72M | 2.38% | 17 |
|