DPA
Delphi Private Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-430
| Closed | -$33K | – | 109 |
|
|
2017
Q2 | $33K | Buy |
+430
| New | +$33K | 0.07% | 53 |
|
|
2017
Q1 | – | Sell |
-175
| Closed | -$14K | – | 288 |
|
|
2016
Q4 | $14K | Hold |
175
| – | – | 0.02% | 87 |
|
|
2016
Q3 | $14K | Sell |
175
-264
| -60% | -$21.1K | 0.02% | 89 |
|
|
2016
Q2 | $33K | Buy |
439
+9
| +2% | +$677 | 0.06% | 58 |
|
|
2016
Q1 | $33K | Sell |
430
-98
| -19% | -$7.52K | 0.06% | 65 |
|
|
2015
Q4 | $41K | Buy |
+528
| New | +$41K | 0.07% | 60 |
|