Clear Perspectives Financial Planning’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $138K | Hold |
610
| – | – | 0.08% | 47 |
|
|
2022
Q4 | $127K | Hold |
610
| – | – | 0.07% | 53 |
|
|
2022
Q3 | $108K | Hold |
610
| – | – | 0.05% | 57 |
|
|
2022
Q2 | $120K | Hold |
610
| – | – | 0.05% | 63 |
|
|
2022
Q1 | $135K | Hold |
610
| – | – | 0.05% | 61 |
|
|
2021
Q4 | $132K | Buy |
610
+300
| +97% | +$64.9K | 0.05% | 71 |
|
|
2021
Q3 | $69K | Hold |
310
| – | – | 0.03% | 86 |
|
|
2021
Q2 | $72K | Hold |
310
| – | – | 0.03% | 86 |
|
|
2021
Q1 | $66K | Hold |
310
| – | – | 0.04% | 79 |
|
|
2020
Q4 | $68K | Buy |
+310
| New | +$68K | 0.04% | 76 |
|