DJYG
David J. Yvars Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
624
| – | – | 0.13% | 75 |
|
|
2025
Q1 | $219K | Buy |
+624
| New | +$219K | 0.17% | 59 |
|
|
2022
Q1 | – | Sell |
-1,650
| Closed | -$359K | – | 96 |
|
|
2021
Q4 | $359K | Sell |
1,650
-1,415
| -46% | -$308K | 0.22% | 54 |
|
|
2021
Q3 | $693K | Hold |
3,065
| – | – | 0.4% | 39 |
|
|
2021
Q2 | $720K | Hold |
3,065
| – | – | 0.4% | 40 |
|
|
2021
Q1 | $649K | Hold |
3,065
| – | – | 0.41% | 38 |
|
|
2020
Q4 | $670K | Buy |
+3,065
| New | +$670K | 0.45% | 33 |
|