Disciplined Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-94
| Closed | -$22.3K | – | 1478 |
|
|
2023
Q2 | $22.3K | Buy |
94
+4
| +4% | +$950 | 0.01% | 278 |
|
|
2023
Q1 | $20.3K | Sell |
90
-17
| -16% | -$3.83K | 0.01% | 307 |
|
|
2022
Q4 | $22.2K | Sell |
107
-131
| -55% | -$27.2K | 0.01% | 280 |
|
|
2022
Q3 | $42K | Sell |
238
-17
| -7% | -$3K | 0.02% | 236 |
|
|
2022
Q2 | $50K | Sell |
255
-8
| -3% | -$1.57K | 0.02% | 217 |
|
|
2022
Q1 | $58K | Buy |
263
+95
| +57% | +$21K | 0.02% | 210 |
|
|
2021
Q4 | $36K | Buy |
168
+140
| +500% | +$30K | 0.02% | 241 |
|
|
2021
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 334 |
|
|
2021
Q2 | $7K | Hold |
28
| – | – | ﹤0.01% | 321 |
|
|
2021
Q1 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 284 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$4K | – | 472 |
|
|
2019
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 350 |
|