CPA
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Compass Planning Associates’s Visa V Stock Holding History

Compass Planning Associates’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.4K Hold
103
– – 0.03% 64
2025
Q1 		$36K Hold
103
– – 0.04% 65
2024
Q4 		$32.4K Buy
+103
New +$32.4K 0.03% 70