BFA
BMS Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $538K | Sell |
2,265
-800
| -26% | -$190K | 0.35% | 47 |
|
|
2023
Q1 | $691K | Buy |
3,065
+50
| +2% | +$11.3K | 0.48% | 41 |
|
|
2022
Q4 | $626K | Sell |
3,015
-58
| -2% | -$12.1K | 0.42% | 42 |
|
|
2022
Q3 | $546K | Sell |
3,073
-418
| -12% | -$74.3K | 0.38% | 50 |
|
|
2022
Q2 | $687K | Buy |
3,491
+226
| +7% | +$44.5K | 0.45% | 34 |
|
|
2022
Q1 | $724K | Buy |
3,265
+274
| +9% | +$60.8K | 0.46% | 39 |
|
|
2021
Q4 | $648K | Buy |
+2,991
| New | +$648K | 0.41% | 48 |
|