Columbia Advisory Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,190
| Closed | -$455K | – | 73 |
|
|
2022
Q4 | $455K | Sell |
2,190
-32
| -1% | -$6.65K | 0.43% | 29 |
|
|
2022
Q3 | $395K | Sell |
2,222
-31
| -1% | -$5.51K | 0.48% | 24 |
|
|
2022
Q2 | $444K | Buy |
2,253
+14
| +0.6% | +$2.76K | 0.51% | 22 |
|
|
2022
Q1 | $497K | Sell |
2,239
-3
| -0.1% | -$666 | 0.5% | 20 |
|
|
2021
Q4 | $486K | Buy |
+2,242
| New | +$486K | 0.48% | 19 |
|