Cornerstone Financial Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $244K | Buy |
+2,140
| New | +$244K | 0.08% | 122 |
|
|
2016
Q3 | – | Sell |
-11,978
| Closed | -$884K | – | 173 |
|
|
2016
Q2 | $884K | Sell |
11,978
-695
| -5% | -$51.3K | 0.31% | 72 |
|
|
2016
Q1 | $968K | Buy |
12,673
+9,598
| +312% | +$733K | 0.38% | 80 |
|
|
2015
Q4 | $239K | Buy |
+3,075
| New | +$239K | 0.09% | 127 |
|