CPA
Clear Perspective Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.19M | Buy |
14,725
+1,126
| +8% | +$244K | 0.97% | 18 |
|
|
2021
Q3 | $3.03M | Sell |
13,599
-321
| -2% | -$71.5K | 1.04% | 18 |
|
|
2021
Q2 | $3.26M | Buy |
13,920
+106
| +0.8% | +$24.8K | 1.13% | 19 |
|
|
2021
Q1 | $2.93M | Buy |
13,814
+420
| +3% | +$88.9K | 1.14% | 19 |
|
|
2020
Q4 | $2.93M | Sell |
13,394
-1,869
| -12% | -$409K | 1.2% | 19 |
|
|
2020
Q3 | $8.62K | Buy |
+15,263
| New | +$8.62K | 4.04% | 6 |
|
|
2020
Q2 | – | Sell |
-14,828
| Closed | -$2.39M | – | 131 |
|
|
2020
Q1 | $2.39M | Sell |
14,828
-138
| -0.9% | -$22.2K | 1.59% | 16 |
|
|
2019
Q4 | $2.81M | Sell |
14,966
-15,218
| -50% | -$2.86M | 1.74% | 14 |
|
|
2019
Q3 | $5.22M | Buy |
30,184
+14,995
| +99% | +$2.59M | 2.36% | 7 |
|
|
2019
Q2 | $2.64M | Sell |
15,189
-517
| -3% | -$89.7K | 1.69% | 14 |
|
|
2019
Q1 | $2.51M | Sell |
15,706
-2,495
| -14% | -$399K | 1.78% | 13 |
|
|
2018
Q4 | $2.4M | Buy |
18,201
+50
| +0.3% | +$6.6K | 2% | 10 |
|
|
2018
Q3 | $2.72M | Sell |
18,151
-454
| -2% | -$68.1K | 2.02% | 9 |
|
|
2018
Q2 | $2.46M | Hold |
18,605
| – | – | 1.72% | 11 |
|
|
2018
Q1 | $2.16M | Sell |
18,605
-189
| -1% | -$22K | 1.61% | 12 |
|
|
2017
Q4 | $2.14M | Sell |
18,794
-6
| -0% | -$684 | 1.64% | 12 |
|
|
2017
Q3 | $1.98M | Sell |
18,800
-1,148
| -6% | -$121K | 1.62% | 12 |
|
|
2017
Q2 | $1.87M | Sell |
19,948
-250
| -1% | -$23.4K | 1.57% | 12 |
|
|
2017
Q1 | $1.8M | Buy |
20,198
+1,464
| +8% | +$130K | 1.19% | 15 |
|
|
2016
Q4 | $1.46M | Buy |
+18,734
| New | +$1.46M | 0.97% | 20 |
|