Aurora Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
915
+67
| +8% | +$23.8K | 0.24% | 107 |
|
|
2025
Q1 | $297K | Sell |
848
-318
| -27% | -$111K | 0.24% | 105 |
|
|
2024
Q4 | $368K | Buy |
1,166
+41
| +4% | +$12.9K | 0.28% | 91 |
|
|
2024
Q3 | $309K | Buy |
1,125
+43
| +4% | +$11.8K | 0.24% | 102 |
|
|
2024
Q2 | $284K | Buy |
1,082
+46
| +4% | +$12.1K | 0.25% | 105 |
|
|
2024
Q1 | $289K | Buy |
1,036
+38
| +4% | +$10.6K | 0.25% | 107 |
|
|
2023
Q4 | $260K | Buy |
+998
| New | +$260K | 0.25% | 114 |
|
|
2022
Q2 | – | Sell |
-1,026
| Closed | -$227K | – | 201 |
|
|
2022
Q1 | $227K | Sell |
1,026
-738
| -42% | -$163K | 0.09% | 170 |
|
|
2021
Q4 | $382K | Buy |
1,764
+136
| +8% | +$29.5K | 0.17% | 110 |
|
|
2021
Q3 | $363K | Buy |
+1,628
| New | +$363K | 0.15% | 133 |
|
|
2021
Q2 | – | Sell |
-1,820
| Closed | -$385K | – | 222 |
|
|
2021
Q1 | $385K | Sell |
1,820
-127
| -7% | -$26.9K | 0.16% | 120 |
|
|
2020
Q4 | $426K | Buy |
1,947
+16
| +0.8% | +$3.5K | 0.18% | 123 |
|
|
2020
Q3 | $386K | Buy |
1,931
+646
| +50% | +$129K | 0.17% | 110 |
|
|
2020
Q2 | $248K | Sell |
1,285
-2,352
| -65% | -$454K | 0.11% | 135 |
|
|
2020
Q1 | $586K | Buy |
3,637
+504
| +16% | +$81.2K | 0.21% | 107 |
|
|
2019
Q4 | $589K | Buy |
+3,133
| New | +$589K | 0.21% | 82 |
|