CAN
Claraphi Advisory Network’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,706
| Closed | -$304K | – | 224 |
|
|
2022
Q3 | $304K | Sell |
1,706
-157
| -8% | -$28K | 0.16% | 139 |
|
|
2022
Q2 | $367K | Sell |
1,863
-214
| -10% | -$42.2K | 0.13% | 170 |
|
|
2022
Q1 | $460K | Buy |
2,077
+903
| +77% | +$200K | 0.13% | 154 |
|
|
2021
Q4 | $254K | Sell |
1,174
-143
| -11% | -$30.9K | 0.09% | 243 |
|
|
2021
Q3 | $293K | Sell |
1,317
-258
| -16% | -$57.4K | 0.1% | 219 |
|
|
2021
Q2 | $368K | Sell |
1,575
-211
| -12% | -$49.3K | 0.11% | 209 |
|
|
2021
Q1 | $378K | Sell |
1,786
-53
| -3% | -$11.2K | 0.1% | 196 |
|
|
2020
Q4 | $402K | Sell |
1,839
-624
| -25% | -$136K | 0.11% | 173 |
|
|
2020
Q3 | $493K | Sell |
2,463
-331
| -12% | -$66.3K | 0.18% | 111 |
|
|
2020
Q2 | $540K | Sell |
2,794
-1,972
| -41% | -$381K | 0.23% | 85 |
|
|
2020
Q1 | $768K | Buy |
4,766
+2,029
| +74% | +$327K | 0.36% | 47 |
|
|
2019
Q4 | $514K | Sell |
2,737
-237
| -8% | -$44.5K | 0.31% | 75 |
|
|
2019
Q3 | $511K | Buy |
2,974
+190
| +7% | +$32.6K | 0.31% | 68 |
|
|
2019
Q2 | $483K | Buy |
2,784
+49
| +2% | +$8.5K | 0.28% | 89 |
|
|
2019
Q1 | $428K | Buy |
2,735
+391
| +17% | +$61.2K | 0.27% | 93 |
|
|
2018
Q4 | $309K | Buy |
2,344
+68
| +3% | +$8.96K | 0.24% | 116 |
|
|
2018
Q3 | $342K | Buy |
+2,276
| New | +$342K | 0.19% | 140 |
|