Avondale Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-144
| Closed | -$32K | – | 119 |
|
|
2021
Q3 | $32K | Sell |
144
-150
| -51% | -$33.3K | 0.03% | 81 |
|
|
2021
Q2 | $69K | Hold |
294
| – | – | 0.06% | 63 |
|
|
2021
Q1 | $62K | Hold |
294
| – | – | 0.06% | 60 |
|
|
2020
Q4 | $64K | Hold |
294
| – | – | 0.07% | 45 |
|
|
2020
Q3 | $59K | Hold |
294
| – | – | 0.09% | 36 |
|
|
2020
Q2 | $57K | Hold |
294
| – | – | 0.08% | 35 |
|
|
2020
Q1 | $47K | Buy |
294
+150
| +104% | +$24K | 0.07% | 37 |
|
|
2019
Q4 | $27K | Hold |
144
| – | – | 0.04% | 62 |
|
|
2019
Q3 | $25K | Sell |
144
-30
| -17% | -$5.21K | 0.04% | 64 |
|
|
2019
Q2 | $30K | Hold |
174
| – | – | 0.02% | 67 |
|
|
2019
Q1 | $27K | Buy |
174
+30
| +21% | +$4.66K | 0.02% | 70 |
|
|
2018
Q4 | $19K | Hold |
144
| – | – | 0.02% | 74 |
|
|
2018
Q3 | $22K | Hold |
144
| – | – | 0.02% | 64 |
|
|
2018
Q2 | $19K | Hold |
144
| – | – | 0.02% | 65 |
|
|
2018
Q1 | $17K | Hold |
144
| – | – | 0.01% | 69 |
|
|
2017
Q4 | $16K | Buy |
+144
| New | +$16K | 0.01% | 82 |
|