DWA
Divergent Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,749
| Closed | -$388K | – | 18 |
|
|
2022
Q1 | $388K | Buy |
1,749
+3
| +0.2% | +$666 | 0.08% | 16 |
|
|
2021
Q4 | $378K | Sell |
1,746
-94
| -5% | -$20.4K | 0.08% | 19 |
|
|
2021
Q3 | $410K | Buy |
+1,840
| New | +$410K | 0.09% | 15 |
|
|
2018
Q2 | – | Sell |
-55
| Closed | -$7K | – | 174 |
|
|
2018
Q1 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 116 |
|