Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | $1.25M | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $895K | Sell |
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|
2018
Q3 | $1.02M | Hold |
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|
2018
Q2 | $905K | Sell |
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|
2018
Q1 | $876K | Buy |
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|
2017
Q4 | $826K | Sell |
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|
2017
Q3 | $783K | Sell |
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|
2017
Q2 | $721K | Buy |
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|
2017
Q1 | $672K | Sell |
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|
2016
Q4 | $636K | Hold |
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|
2016
Q3 | $674K | Hold |
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|
2016
Q2 | $604K | Buy |
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|
2016
Q1 | $597K | Buy |
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|
2015
Q4 | $382K | Buy |
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|
2015
Q3 | $268K | Hold |
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|
2015
Q2 | $259K | Buy |
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|
2015
Q1 | $234K | Buy |
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