CSat Investment Advisory’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2K | Buy |
8
+1
| +14% | +$250 | ﹤0.01% | 518 |
|
|
2020
Q4 | $2K | Sell |
7
-5,103
| -100% | -$1.46M | ﹤0.01% | 515 |
|
|
2020
Q3 | $1.02M | Sell |
5,110
-4,110
| -45% | -$822K | 0.09% | 100 |
|
|
2020
Q2 | $1.78M | Sell |
9,220
-2,549
| -22% | -$492K | 0.22% | 42 |
|
|
2020
Q1 | $1.9M | Buy |
11,769
+612
| +5% | +$98.6K | 0.4% | 27 |
|
|
2019
Q4 | $2.1M | Buy |
11,157
+663
| +6% | +$125K | 0.55% | 24 |
|
|
2019
Q3 | $1.81M | Buy |
10,494
+170
| +2% | +$29.3K | 0.57% | 20 |
|
|
2019
Q2 | $1.79M | Buy |
10,324
+3,664
| +55% | +$636K | 0.63% | 22 |
|
|
2019
Q1 | $1.04M | Buy |
6,660
+291
| +5% | +$45.4K | 0.53% | 48 |
|
|
2018
Q4 | $840K | Sell |
6,369
-925
| -13% | -$122K | 0.5% | 49 |
|
|
2018
Q3 | $1.09M | Sell |
7,294
-630
| -8% | -$94.5K | 0.62% | 42 |
|
|
2018
Q2 | $1.05M | Buy |
+7,924
| New | +$1.05M | 0.56% | 44 |
|