CIA
Cascade Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-565
| Closed | -$127K | – | 220 |
|
|
2023
Q1 | $127K | Buy |
+565
| New | +$127K | 0.1% | 115 |
|
|
2022
Q3 | – | Sell |
-565
| Closed | -$111K | – | 213 |
|
|
2022
Q2 | $111K | Hold |
565
| – | – | 0.09% | 123 |
|
|
2022
Q1 | $125K | Sell |
565
-100
| -15% | -$22.2K | 0.08% | 129 |
|
|
2021
Q4 | $144K | Hold |
665
| – | – | 0.08% | 125 |
|
|
2021
Q3 | $148K | Hold |
665
| – | – | 0.1% | 121 |
|
|
2021
Q2 | $155K | Hold |
665
| – | – | 0.1% | 118 |
|
|
2021
Q1 | $141K | Hold |
665
| – | – | 0.09% | 119 |
|
|
2020
Q4 | $145K | Hold |
665
| – | – | 0.11% | 117 |
|
|
2020
Q3 | $133K | Hold |
665
| – | – | 0.11% | 114 |
|
|
2020
Q2 | $128K | Buy |
665
+65
| +11% | +$12.6K | 0.12% | 108 |
|
|
2020
Q1 | $96.7K | Sell |
600
-100
| -14% | -$16.1K | 0.11% | 111 |
|
|
2019
Q4 | $132K | Hold |
700
| – | – | 0.1% | 115 |
|
|
2019
Q3 | $120K | Hold |
700
| – | – | 0.09% | 112 |
|
|
2019
Q2 | $121K | Sell |
700
-100
| -13% | -$17.4K | 0.1% | 111 |
|
|
2019
Q1 | $125K | Hold |
800
| – | – | 0.11% | 108 |
|
|
2018
Q4 | $106K | Sell |
800
-150
| -16% | -$19.8K | 0.11% | 109 |
|
|
2018
Q3 | $143K | Sell |
950
-50
| -5% | -$7.5K | 0.12% | 104 |
|
|
2018
Q2 | $132K | Buy |
+1,000
| New | +$132K | 0.12% | 104 |
|
|
2016
Q2 | $4.45K | Buy |
+60
| New | +$4.45K | ﹤0.01% | 162 |
|