Capital Directions Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $722K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $715K | Sell |
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|
2022
Q1 | $863K | Sell |
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|
2021
Q4 | $846K | Buy |
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|
2021
Q3 | $842K | Sell |
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|
2021
Q2 | $898K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $871K | Sell |
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|
2020
Q3 | $801K | Buy |
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|
2020
Q2 | $735K | Buy |
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|
2020
Q1 | $589K | Hold |
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|
2019
Q4 | $687K | Sell |
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|
2019
Q3 | $634K | Buy |
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