Asset Planning Services (Pennsylvania)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,002
| Closed | -$89K | – | 315 |
|
|
2017
Q1 | $89K | Buy |
1,002
+2
| +0.2% | +$178 | 0.06% | 115 |
|
|
2016
Q4 | $78K | Hold |
1,000
| – | – | 0.06% | 105 |
|
|
2016
Q3 | $83K | Sell |
1,000
-800
| -44% | -$66.4K | 0.07% | 101 |
|
|
2016
Q2 | $134K | Hold |
1,800
| – | – | 0.12% | 82 |
|
|
2016
Q1 | $138K | Buy |
+1,800
| New | +$138K | 0.13% | 81 |
|