BWM
Biltmore Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,180
| Closed | -$477K | – | 66 |
|
|
2020
Q4 | $477K | Buy |
2,180
+154
| +8% | +$33.7K | 0.25% | 34 |
|
|
2020
Q3 | $391K | Sell |
2,026
-136
| -6% | -$26.2K | 0.23% | 34 |
|
|
2020
Q2 | $348K | Buy |
2,162
+183
| +9% | +$29.5K | 0.22% | 34 |
|
|
2020
Q1 | $372K | Hold |
1,979
| – | – | 0.18% | 41 |
|
|
2019
Q4 | $372K | Sell |
1,979
-184
| -9% | -$34.6K | 0.18% | 41 |
|
|
2019
Q3 | $372K | Sell |
2,163
-136
| -6% | -$23.4K | 0.18% | 38 |
|
|
2019
Q2 | $399K | Buy |
+2,299
| New | +$399K | 0.2% | 33 |
|