DWMG
DB Wealth Management Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $99.7K | Hold |
383
| – | – | 0.06% | 119 |
|
|
2023
Q3 | $88K | Hold |
383
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $90.8K | Buy |
383
+1
| +0.3% | +$237 | 0.06% | 114 |
|
|
2023
Q1 | $86.2K | Hold |
382
| – | – | 0.05% | 117 |
|
|
2022
Q4 | $79.4K | Hold |
382
| – | – | 0.05% | 117 |
|
|
2022
Q3 | $68K | Hold |
382
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $75K | Hold |
382
| – | – | 0.05% | 124 |
|
|
2022
Q1 | $85K | Hold |
382
| – | – | 0.05% | 127 |
|
|
2021
Q4 | $83K | Hold |
382
| – | – | 0.05% | 132 |
|
|
2021
Q3 | $85K | Buy |
382
+1
| +0.3% | +$223 | 0.05% | 124 |
|
|
2021
Q2 | $89K | Hold |
381
| – | – | 0.06% | 125 |
|
|
2021
Q1 | $81K | Hold |
381
| – | – | 0.06% | 128 |
|
|
2020
Q4 | $83K | Buy |
+381
| New | +$83K | 0.06% | 119 |
|