Bernicke Wealth 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
Q2 | $899K | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.05M | Buy |
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|
2018
Q4 | $862K | Buy |
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|
2018
Q3 | $935K | Buy |
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|
2018
Q2 | $772K | Buy |
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|
2018
Q1 | $661K | Sell |
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|
2017
Q4 | $667K | Buy |
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|
2017
Q3 | $573K | Buy |
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|
2017
Q2 | $444K | Buy |
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|
2017
Q1 | $267K | Buy |
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