Coyle Financial Counsel’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,358
| Closed | -$241K | – | 61 |
|
|
2022
Q3 | $241K | Sell |
1,358
-4,739
| -78% | -$841K | 0.16% | 52 |
|
|
2022
Q2 | $1.28M | Buy |
6,097
+3,057
| +101% | +$640K | 0.7% | 33 |
|
|
2022
Q1 | $674K | Buy |
3,040
+914
| +43% | +$203K | 0.36% | 44 |
|
|
2021
Q4 | $461K | Buy |
2,126
+43
| +2% | +$9.32K | 0.27% | 47 |
|
|
2021
Q3 | $464K | Buy |
2,083
+1,183
| +131% | +$264K | 0.27% | 45 |
|
|
2021
Q2 | $210K | Sell |
900
-1,100
| -55% | -$257K | 0.13% | 56 |
|
|
2021
Q1 | $423K | Buy |
+2,000
| New | +$423K | 0.29% | 43 |
|
|
2018
Q3 | – | Sell |
-118
| Closed | -$16K | – | 287 |
|
|
2018
Q2 | $16K | Sell |
118
-70
| -37% | -$9.49K | 0.02% | 89 |
|
|
2018
Q1 | $22K | Buy |
+188
| New | +$22K | 0.02% | 67 |
|