Charles Carroll Financial Partners’s Visa V Stock Holding History

Charles Carroll Financial Partners’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$4.75M	Buy
2023 Q3	$4.11M	Buy
2023 Q2	$4.19M	Buy
2023 Q1	$3.93M	Buy
2022 Q4	$3.47M	Sell
2022 Q3	$3.08M	Sell
2022 Q2	$3.47M	Sell
2022 Q1	$3.93M	Buy
2021 Q4	$3.68M	Buy