DRS
Deane Retirement Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,559
| Closed | -$2.35M | – | 84 |
|
|
2024
Q3 | $2.35M | Buy |
8,559
+57
| +0.7% | +$15.7K | 1.15% | 36 |
|
|
2024
Q2 | $2.23M | Sell |
8,502
-210
| -2% | -$55.1K | 1.14% | 44 |
|
|
2024
Q1 | $2.43M | Buy |
8,712
+95
| +1% | +$26.5K | 1.23% | 38 |
|
|
2023
Q4 | $2.24M | Sell |
8,617
-11
| -0.1% | -$2.86K | 1.22% | 26 |
|
|
2023
Q3 | $1.99M | Buy |
8,628
+9
| +0.1% | +$2.07K | 1.11% | 26 |
|
|
2023
Q2 | $2.05M | Buy |
8,619
+110
| +1% | +$26.1K | 1.12% | 24 |
|
|
2023
Q1 | $1.92M | Buy |
8,509
+51
| +0.6% | +$11.5K | 1.06% | 31 |
|
|
2022
Q4 | $1.76M | Buy |
+8,458
| New | +$1.76M | 0.98% | 34 |
|
|
2021
Q4 | – | Sell |
-12,410
| Closed | -$2.76M | – | 74 |
|
|
2021
Q3 | $2.76M | Sell |
12,410
-5,542
| -31% | -$1.23M | 1.55% | 26 |
|
|
2021
Q2 | $4.2M | Buy |
17,952
+264
| +1% | +$61.8K | 2.31% | 13 |
|
|
2021
Q1 | $3.83M | Buy |
17,688
+9,955
| +129% | +$2.16M | 2.06% | 15 |
|
|
2020
Q4 | $1.69M | Buy |
+7,733
| New | +$1.69M | 1.03% | 34 |
|
|
2020
Q1 | – | Sell |
-9,625
| Closed | -$1.81M | – | 74 |
|
|
2019
Q4 | $1.81M | Buy |
+9,625
| New | +$1.81M | 1.24% | 26 |
|
|
2016
Q3 | – | Sell |
-18,806
| Closed | -$1.4M | – | 57 |
|
|
2016
Q2 | $1.4M | Sell |
18,806
-609
| -3% | -$45.2K | 1.28% | 21 |
|
|
2016
Q1 | $1.49M | Sell |
19,415
-1,630
| -8% | -$125K | 1.39% | 21 |
|
|
2015
Q4 | $1.63M | Buy |
+21,045
| New | +$1.63M | 1.66% | 12 |
|