Beach Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.34M | Sell |
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|
2019
Q4 | $2.83M | Sell |
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|
2019
Q3 | $2.79M | Sell |
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|
2019
Q2 | $4.3M | Hold |
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|
2019
Q1 | $3.87M | Hold |
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|
2018
Q4 | $3.27M | Hold |
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|
2018
Q3 | $3.72M | Hold |
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|
2018
Q2 | $3.28M | Hold |
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|
2018
Q1 | $2.96M | Hold |
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|
2017
Q4 | $2.82M | Hold |
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|
2017
Q3 | $2.61M | Sell |
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|
2017
Q2 | $2.43M | Hold |
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|
2017
Q1 | $2.3M | Hold |
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|
2016
Q4 | $2.02M | Buy |
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|
2016
Q3 | $709K | Hold |
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|
2016
Q2 | $636K | Hold |
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|
2016
Q1 | $655K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.37M | Hold |
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|
2013
Q4 | $1.42M | Hold |
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|
2013
Q3 | $1.22M | Hold |
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|
2013
Q2 | $1.16M | Buy |
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