BFWM
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Bright Futures Wealth Management’s Visa V Stock Holding History

Bright Futures Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,550
Closed -$450K – 230
2024
Q3 		$450K Sell
1,550
-95
-6% -$27.6K 0.22% 127
2024
Q2 		$439K Sell
1,645
-419
-20% -$112K 0.24% 120
2024
Q1 		$550K Buy
+2,064
New +$550K 0.3% 95