BWM
Braver Wealth Management’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $2.83M | Buy |
36,204
+744
| +2% | +$58.1K | 0.46% | 67 |
|
2016
Q3 | $2.93M | Buy |
35,460
+244
| +0.7% | +$20.2K | 0.49% | 61 |
|
2016
Q2 | $2.61M | Buy |
35,216
+10,982
| +45% | +$815K | 0.45% | 59 |
|
2016
Q1 | $1.85M | Buy |
+24,234
| New | +$1.85M | 0.31% | 70 |
|