CT Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.94M | Sell |
21,857
-684
| -3% | -$60.8K | 1.2% | 25 |
|
|
2016
Q4 | $1.76M | Sell |
22,541
-62
| -0.3% | -$4.84K | 1.11% | 24 |
|
|
2016
Q3 | $1.87M | Sell |
22,603
-1,890
| -8% | -$156K | 1.14% | 27 |
|
|
2016
Q2 | $1.82M | Sell |
24,493
-3,220
| -12% | -$239K | 1.12% | 27 |
|
|
2016
Q1 | $2.12M | Sell |
27,713
-69
| -0.2% | -$5.28K | 1.19% | 24 |
|
|
2015
Q4 | $2.15M | Buy |
27,782
+1
| +0% | +$78 | 1.24% | 22 |
|
|
2015
Q3 | $1.94M | Hold |
27,781
| – | – | 1.21% | 23 |
|
|
2015
Q2 | $1.87M | Buy |
27,781
+1
| +0% | +$67 | 1.06% | 27 |
|
|
2015
Q1 | $1.82M | Sell |
27,780
-188
| -0.7% | -$12.3K | 1.01% | 28 |
|
|
2014
Q4 | $1.83M | Buy |
+27,968
| New | +$1.83M | 1.39% | 21 |
|
|
2014
Q1 | $1.82M | Buy |
+111,120
| New | +$1.82M | 1.01% | 28 |
|