BWM
Brickley Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,749
| Closed | -$898K | – | 45 |
|
|
2019
Q1 | $898K | Hold |
5,749
| – | – | 0.4% | 23 |
|
|
2018
Q4 | $759K | Hold |
5,749
| – | – | 0.37% | 23 |
|
|
2018
Q3 | $863K | Hold |
5,749
| – | – | 0.41% | 23 |
|
|
2018
Q2 | $761K | Hold |
5,749
| – | – | 0.35% | 20 |
|
|
2018
Q1 | $688K | Buy |
5,749
+379
| +7% | +$45.4K | 0.35% | 18 |
|
|
2017
Q4 | $612K | Buy |
+5,370
| New | +$612K | 0.32% | 17 |
|