CWA
Constellation Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-15,555
| Closed | -$3.32M | – | 192 |
|
|
2014
Q3 | $3.32M | Buy |
15,555
+189
| +1% | +$40.3K | 0.31% | 59 |
|
|
2014
Q2 | $3.24M | Sell |
15,366
-509
| -3% | -$107K | 0.36% | 61 |
|
|
2014
Q1 | $3.43M | Buy |
15,875
+123
| +0.8% | +$26.6K | 0.33% | 72 |
|
|
2013
Q4 | $3.51M | Buy |
15,752
+442
| +3% | +$98.4K | 0.34% | 74 |
|
|
2013
Q3 | $2.93M | Buy |
15,310
+1,085
| +8% | +$207K | 0.33% | 73 |
|
|
2013
Q2 | $2.6M | Buy |
+14,225
| New | +$2.6M | 0.31% | 72 |
|