Brendel Financial Advisors’s Visa V Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$1.84M	Buy
2021 Q4	–	Sell
2021 Q3	$2.99M	Buy
2021 Q2	$2.42M	Buy