CFN
Cordasco Financial Network’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $83K | Hold |
422
| – | – | 0.06% | 143 |
|
|
2022
Q1 | $94K | Sell |
422
-40
| -9% | -$8.91K | 0.06% | 141 |
|
|
2021
Q4 | $100K | Hold |
462
| – | – | 0.06% | 133 |
|
|
2021
Q3 | $103K | Sell |
462
-60
| -11% | -$13.4K | 0.07% | 129 |
|
|
2021
Q2 | $122K | Hold |
522
| – | – | 0.08% | 118 |
|
|
2021
Q1 | $111K | Buy |
522
+339
| +185% | +$72.1K | 0.08% | 117 |
|
|
2020
Q4 | $40K | Sell |
183
-239
| -57% | -$52.2K | 0.03% | 193 |
|
|
2020
Q3 | $84K | Hold |
422
| – | – | 0.07% | 122 |
|
|
2020
Q2 | $82K | Sell |
422
-350
| -45% | -$68K | 0.08% | 119 |
|
|
2020
Q1 | $124K | Hold |
772
| – | – | 0.14% | 80 |
|
|
2019
Q4 | $145K | Buy |
772
+689
| +830% | +$129K | 0.13% | 79 |
|
|
2019
Q3 | $14K | Hold |
83
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $14K | Buy |
+83
| New | +$14K | 0.01% | 242 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$150K | – | 407 |
|
|
2018
Q3 | $150K | Hold |
1,000
| – | – | 0.14% | 78 |
|
|
2018
Q2 | $132K | Hold |
1,000
| – | – | 0.13% | 79 |
|
|
2018
Q1 | $120K | Hold |
1,000
| – | – | 0.13% | 84 |
|
|
2017
Q4 | $114K | Hold |
1,000
| – | – | 0.12% | 87 |
|
|
2017
Q3 | $105K | Buy |
+1,000
| New | +$105K | 0.12% | 85 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$2K | – | 282 |
|
|
2017
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 256 |
|