DDC
Daniel Devine & Co’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $2.66M | Hold |
20,080
| – | – | 2.13% | 8 |
|
|
2018
Q1 | $2.4M | Sell |
20,080
-200
| -1% | -$23.9K | 1.95% | 11 |
|
|
2017
Q4 | $2.31M | Sell |
20,280
-200
| -1% | -$22.8K | 1.67% | 11 |
|
|
2017
Q3 | $2.16M | Sell |
20,480
-600
| -3% | -$63.1K | 1.65% | 11 |
|
|
2017
Q2 | $1.98M | Sell |
21,080
-400
| -2% | -$37.5K | 1.61% | 13 |
|
|
2017
Q1 | $1.91M | Sell |
21,480
-13,000
| -38% | -$1.16M | 1.57% | 13 |
|
|
2016
Q4 | $2.69M | Hold |
34,480
| – | – | 1.92% | 11 |
|
|
2016
Q3 | $2.85M | Hold |
34,480
| – | – | 1.91% | 14 |
|
|
2016
Q2 | $2.56M | Hold |
34,480
| – | – | 1.74% | 17 |
|
|
2016
Q1 | $2.64M | Hold |
34,480
| – | – | 1.72% | 14 |
|
|
2015
Q4 | $2.67M | Sell |
34,480
-600
| -2% | -$46.5K | 1.77% | 10 |
|
|
2015
Q3 | $2.44M | Buy |
35,080
+1,400
| +4% | +$97.5K | 1.73% | 11 |
|
|
2015
Q2 | $2.26M | Hold |
33,680
| – | – | 1.55% | 12 |
|
|
2015
Q1 | $2.2M | Buy |
33,680
+25,260
| +300% | +$1.65M | 1.47% | 16 |
|
|
2014
Q4 | $2.21M | Buy |
+8,420
| New | +$2.21M | 1.58% | 12 |
|