Capital Financial Services’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.18M | Sell |
5,700
-120
| -2% | -$24.9K | 1.63% | 22 |
|
2022
Q3 | $1.03M | Hold |
5,820
| – | – | 1.53% | 23 |
|
2022
Q2 | $1.15M | Hold |
5,820
| – | – | 1.62% | 18 |
|
2022
Q1 | $1.29M | Hold |
5,820
| – | – | 1.52% | 23 |
|
2021
Q4 | $1.26M | Sell |
5,820
-100
| -2% | -$21.7K | 1.38% | 26 |
|
2021
Q3 | $1.32M | Buy |
5,920
+10
| +0.2% | +$2.23K | 1.61% | 22 |
|
2021
Q2 | $1.38M | Buy |
5,910
+45
| +0.8% | +$10.5K | 1.75% | 21 |
|
2021
Q1 | $1.24M | Hold |
5,865
| – | – | 1.66% | 23 |
|
2020
Q4 | $1.28M | Buy |
+5,865
| New | +$1.28M | 1.79% | 22 |
|