BMS Financial Advisors’s Visa V Stock Holding History

BMS Financial Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$538K	Sell
2023 Q1	$691K	Buy
2022 Q4	$626K	Sell
2022 Q3	$546K	Sell
2022 Q2	$687K	Buy
2022 Q1	$724K	Buy
2021 Q4	$648K	Buy