Balasa Dinverno & Foltz’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.67M | Buy |
15,054
+251
| +2% | +$44.6K | 0.17% | 58 |
|
|
2022
Q2 | $2.92M | Buy |
14,803
+372
| +3% | +$73.3K | 0.18% | 51 |
|
|
2022
Q1 | $3.2M | Buy |
14,431
+1,628
| +13% | +$361K | 0.22% | 52 |
|
|
2021
Q4 | $2.78M | Sell |
12,803
-976
| -7% | -$212K | 0.18% | 55 |
|
|
2021
Q3 | $3.07M | Buy |
13,779
+338
| +3% | +$75.3K | 0.21% | 46 |
|
|
2021
Q2 | $3.14M | Sell |
13,441
-4
| -0% | -$935 | 0.23% | 41 |
|
|
2021
Q1 | $2.85M | Buy |
13,445
+503
| +4% | +$107K | 0.23% | 44 |
|
|
2020
Q4 | $2.83M | Buy |
12,942
+1,429
| +12% | +$313K | 0.23% | 39 |
|
|
2020
Q3 | $2.3M | Buy |
11,513
+3,064
| +36% | +$613K | 0.22% | 42 |
|
|
2020
Q2 | $1.63M | Buy |
+8,449
| New | +$1.63M | 0.18% | 54 |
|