Bellwether Investment Group’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $277K | Sell |
2,437
-10
| -0.4% | -$1.14K | 1.11% | 32 |
|
2017
Q3 | $258K | Buy |
2,447
+20
| +0.8% | +$2.11K | 1.21% | 37 |
|
2017
Q2 | $228K | Buy |
2,427
+238
| +11% | +$22.4K | 1.06% | 49 |
|
2017
Q1 | $195K | Buy |
2,189
+98
| +5% | +$8.73K | 0.51% | 55 |
|
2016
Q4 | $163K | Buy |
+2,091
| New | +$163K | 0.15% | 161 |
|
2016
Q2 | $66K | Buy |
+891
| New | +$66K | 0.07% | 213 |
|