BAM
Baldrige Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4K | Hold |
19
| – | – | ﹤0.01% | 297 |
|
|
2022
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 277 |
|
|
2022
Q2 | – | Sell |
-41
| Closed | -$9K | – | 332 |
|
|
2022
Q1 | $9K | Sell |
41
-60
| -59% | -$13.2K | ﹤0.01% | 266 |
|
|
2021
Q4 | $22K | Sell |
101
-35
| -26% | -$7.62K | 0.01% | 228 |
|
|
2021
Q3 | $30K | Sell |
136
-35
| -20% | -$7.72K | 0.01% | 203 |
|
|
2021
Q2 | $40K | Buy |
+171
| New | +$40K | 0.02% | 180 |
|