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