Clear Perspective Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.03M | Sell |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $2.93M | Sell |
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|
2020
Q3 | $8.62K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $2.81M | Sell |
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|
2019
Q3 | $5.21M | Buy |
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|
2019
Q2 | $2.64M | Sell |
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|
2019
Q1 | $2.51M | Sell |
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|
2018
Q4 | $2.4M | Buy |
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|
2018
Q3 | $2.72M | Sell |
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|
2018
Q2 | $2.46M | Hold |
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|
2018
Q1 | $2.16M | Sell |
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|
2017
Q4 | $2.14M | Sell |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $1.87M | Sell |
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|
2017
Q1 | $1.79M | Buy |
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|
2016
Q4 | $1.46M | Buy |
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