DFPG Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.25M | Buy |
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|
2023
Q3 | $6.45M | Buy |
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|
2023
Q2 | $6.31M | Buy |
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|
2023
Q1 | $5.58M | Buy |
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|
2022
Q4 | $4.16M | Buy |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $813K | Buy |
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|
2019
Q4 | $899K | Sell |
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|
2019
Q3 | $792K | Buy |
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|
2019
Q2 | $582K | Buy |
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|
2019
Q1 | $218K | Buy |
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