BWA
BDO Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $926K | Buy |
3,901
+290
| +8% | +$68.9K | 0.11% | 138 |
|
|
2023
Q1 | $814K | Buy |
3,611
+350
| +11% | +$78.9K | 0.1% | 135 |
|
|
2022
Q4 | $678K | Sell |
3,261
-54
| -2% | -$11.2K | 0.08% | 154 |
|
|
2022
Q3 | $589K | Sell |
3,315
-25
| -0.7% | -$4.44K | 0.08% | 157 |
|
|
2022
Q2 | $658K | Sell |
3,340
-97
| -3% | -$19.1K | 0.08% | 150 |
|
|
2022
Q1 | $762K | Sell |
3,437
-115
| -3% | -$25.5K | 0.08% | 150 |
|
|
2021
Q4 | $770K | Sell |
3,552
-32
| -0.9% | -$6.94K | 0.08% | 153 |
|
|
2021
Q3 | $798K | Buy |
3,584
+155
| +5% | +$34.5K | 0.09% | 150 |
|
|
2021
Q2 | $802K | Buy |
3,429
+109
| +3% | +$25.5K | 0.09% | 153 |
|
|
2021
Q1 | $703K | Sell |
3,320
-1,291
| -28% | -$273K | 0.08% | 158 |
|
|
2020
Q4 | $1.01M | Buy |
4,611
+38
| +0.8% | +$8.32K | 0.14% | 102 |
|
|
2020
Q3 | $914K | Buy |
4,573
+50
| +1% | +$9.99K | 0.15% | 102 |
|
|
2020
Q2 | $874K | Sell |
4,523
-538
| -11% | -$104K | 0.15% | 102 |
|
|
2020
Q1 | $815K | Buy |
5,061
+2,456
| +94% | +$396K | 0.16% | 96 |
|
|
2019
Q4 | $489K | Buy |
2,605
+98
| +4% | +$18.4K | 0.13% | 111 |
|
|
2019
Q3 | $431K | Sell |
2,507
-102
| -4% | -$17.5K | 0.11% | 126 |
|
|
2019
Q2 | $453K | Buy |
2,609
+1,172
| +82% | +$203K | 0.12% | 116 |
|
|
2019
Q1 | $224K | Buy |
1,437
+48
| +3% | +$7.48K | 0.07% | 164 |
|
|
2018
Q4 | $183K | Hold |
1,389
| – | – | 0.06% | 157 |
|
|
2018
Q3 | $208K | Sell |
1,389
-229
| -14% | -$34.3K | 0.07% | 153 |
|
|
2018
Q2 | $214K | Buy |
1,618
+390
| +32% | +$51.6K | 0.07% | 154 |
|
|
2018
Q1 | $147K | Buy |
1,228
+219
| +22% | +$26.2K | 0.06% | 149 |
|
|
2017
Q4 | $115K | Buy |
1,009
+9
| +0.9% | +$1.03K | 0.05% | 144 |
|
|
2017
Q3 | $105K | Sell |
1,000
-227
| -19% | -$23.8K | 0.05% | 135 |
|
|
2017
Q2 | $115K | Buy |
+1,227
| New | +$115K | 0.05% | 160 |
|