CV Advisors’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 |
-1,717
| Closed | -$306K | – | 24 |
|
|
2022
Q3 | $306K | Sell |
1,717
-308
| -15% | -$54.9K | 0.3% | 21 |
|
|
2022
Q2 | $399K | Hold |
2,025
| – | – | 0.38% | 16 |
|
|
2022
Q1 | $448K | Sell |
2,025
-7,654
| -79% | -$1.69M | 0.32% | 21 |
|
|
2021
Q4 | $2.1M | Buy |
+9,679
| New | +$2.1M | 1.2% | 15 |
|