Cascadia Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $873K | Buy |
3,917
+29
| +0.7% | +$6.46K | 0.18% | 129 |
|
|
2021
Q2 | $909K | Sell |
3,888
-96
| -2% | -$22.4K | 0.2% | 126 |
|
|
2021
Q1 | $844K | Buy |
+3,984
| New | +$844K | 0.19% | 126 |
|
|
2020
Q3 | $1.07M | Sell |
5,358
-7,085
| -57% | -$1.42M | 0.3% | 97 |
|
|
2020
Q2 | $2.4M | Buy |
+12,443
| New | +$2.4M | 0.74% | 27 |
|
|
2019
Q4 | $2.04M | Buy |
+10,843
| New | +$2.04M | 0.58% | 52 |
|