Balasa Dinverno & Foltz’s Visa V Stock Holding History

Balasa Dinverno & Foltz’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.67M	Buy
2022 Q2	$2.92M	Buy
2022 Q1	$3.2M	Buy
2021 Q4	$2.77M	Sell
2021 Q3	$3.07M	Buy
2021 Q2	$3.14M	Sell
2021 Q1	$2.85M	Buy
2020 Q4	$2.83M	Buy
2020 Q3	$2.3M	Buy
2020 Q2	$1.63M	Buy