Atherton Lane Advisers’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $326K | Hold |
4,200
| – | – | 0.02% | 173 |
|
|
2015
Q3 | $293K | Buy |
4,200
+200
| +5% | +$14K | 0.02% | 181 |
|
|
2015
Q2 | $269K | Sell |
4,000
-800
| -17% | -$53.8K | 0.01% | 200 |
|
|
2015
Q1 | $314K | Sell |
4,800
-732
| -13% | -$47.9K | 0.02% | 209 |
|
|
2014
Q4 | $363K | Sell |
5,532
-12
| -0.2% | -$787 | 0.02% | 205 |
|
|
2014
Q3 | $296K | Sell |
5,544
-6,004
| -52% | -$321K | 0.02% | 216 |
|
|
2014
Q2 | $608K | Sell |
11,548
-400
| -3% | -$21.1K | 0.03% | 166 |
|
|
2014
Q1 | $645K | Sell |
11,948
-1,020
| -8% | -$55.1K | 0.04% | 93 |
|
|
2013
Q4 | $722K | Buy |
12,968
+128
| +1% | +$7.13K | 0.05% | 88 |
|
|
2013
Q3 | $613K | Sell |
12,840
-72
| -0.6% | -$3.44K | 0.04% | 80 |
|
|
2013
Q2 | $590K | Buy |
+12,912
| New | +$590K | 0.04% | 83 |
|