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DHK Financial Advisors’s Visa V Stock Holding History

DHK Financial Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$516K Buy
1,462
+733
+101% +$259K 0.3% 61
2025
Q1 		$255K Hold
729
– – 0.14% 82
2024
Q4 		$230K Hold
729
– – 0.14% 83
2024
Q3 		$200K Buy
+729
New +$200K 0.12% 83