BPWA
Beacon Pointe Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $393K | Sell |
2,087
-101
| -5% | -$19K | 0.07% | 185 |
|
|
2019
Q3 | $376K | Sell |
2,188
-2,614
| -54% | -$449K | 0.08% | 182 |
|
|
2019
Q2 | $834K | Buy |
4,802
+1,775
| +59% | +$308K | 0.18% | 113 |
|
|
2019
Q1 | $472K | Buy |
3,027
+88
| +3% | +$13.7K | 0.11% | 159 |
|
|
2018
Q4 | $388K | Buy |
+2,939
| New | +$388K | 0.14% | 146 |
|