CFA
Compass Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,015
| Closed | -$229K | – | 104 |
|
|
2023
Q1 | $229K | Sell |
1,015
-10
| -1% | -$2.26K | 0.29% | 111 |
|
|
2022
Q4 | $213K | Buy |
+1,025
| New | +$213K | 0.29% | 115 |
|
|
2022
Q3 | – | Sell |
-1,325
| Closed | -$261K | – | 125 |
|
|
2022
Q2 | $261K | Hold |
1,325
| – | – | 0.36% | 97 |
|
|
2022
Q1 | $294K | Hold |
1,325
| – | – | 0.33% | 105 |
|
|
2021
Q4 | $287K | Buy |
+1,325
| New | +$287K | 0.32% | 103 |
|