Concert Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $319K | Sell |
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|
2017
Q1 | $994K | Sell |
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|
2016
Q4 | $1.5M | Sell |
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|
2016
Q3 | $2.84M | Buy |
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|
2016
Q2 | $2.42M | Buy |
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|
2016
Q1 | $2.26M | Buy |
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|
2015
Q4 | $2.15M | Sell |
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|
2015
Q3 | $2.16M | Buy |
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|
2015
Q2 | $1.84M | Buy |
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|
2015
Q1 | $461K | Sell |
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|
2014
Q4 | $1.75M | Sell |
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|
2014
Q3 | $1.5M | Buy |
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|
2014
Q2 | $1.4M | Buy |
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|
2014
Q1 | $1.23M | Sell |
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|
2013
Q4 | $1.33M | Buy |
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|
2013
Q3 | $835K | Buy |
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|
2013
Q2 | $761K | Buy |
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