Brendel Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,598
| Closed | -$1.84M | – | 96 |
|
|
2024
Q1 | $1.84M | Buy |
+6,598
| New | +$1.84M | 2.11% | 22 |
|
|
2021
Q4 | – | Sell |
-13,403
| Closed | -$2.99M | – | 117 |
|
|
2021
Q3 | $2.99M | Buy |
13,403
+3,034
| +29% | +$676K | 3.56% | 5 |
|
|
2021
Q2 | $2.42M | Buy |
+10,369
| New | +$2.42M | 1.33% | 25 |
|