Domani Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $396K | Buy |
1,756
+27
| +2% | +$6.09K | 0.09% | 84 |
|
|
2022
Q4 | $359K | Buy |
1,729
+46
| +3% | +$9.55K | 0.09% | 92 |
|
|
2022
Q3 | $299K | Hold |
1,683
| – | – | 0.09% | 84 |
|
|
2022
Q2 | $331K | Sell |
1,683
-2,071
| -55% | -$407K | 0.09% | 89 |
|
|
2022
Q1 | $833K | Sell |
3,754
-270
| -7% | -$59.9K | 0.18% | 56 |
|
|
2021
Q4 | $872K | Sell |
4,024
-61
| -1% | -$13.2K | 0.17% | 50 |
|
|
2021
Q3 | $910K | Sell |
4,085
-44
| -1% | -$9.8K | 0.19% | 48 |
|
|
2021
Q2 | $965K | Buy |
4,129
+106
| +3% | +$24.8K | 0.19% | 46 |
|
|
2021
Q1 | $852K | Sell |
4,023
-40
| -1% | -$8.47K | 0.16% | 50 |
|
|
2020
Q4 | $889K | Sell |
4,063
-2
| -0% | -$438 | 0.18% | 50 |
|
|
2020
Q3 | $813K | Sell |
4,065
-664
| -14% | -$133K | 0.18% | 51 |
|
|
2020
Q2 | $914K | Sell |
4,729
-268
| -5% | -$51.8K | 0.21% | 48 |
|
|
2020
Q1 | $805K | Buy |
4,997
+2,268
| +83% | +$365K | 0.22% | 52 |
|
|
2019
Q4 | $513K | Sell |
2,729
-70
| -3% | -$13.2K | 0.17% | 64 |
|
|
2019
Q3 | $481K | Buy |
2,799
+177
| +7% | +$30.4K | 0.17% | 62 |
|
|
2019
Q2 | $455K | Sell |
2,622
-163
| -6% | -$28.3K | 0.17% | 62 |
|
|
2019
Q1 | $435K | Hold |
2,785
| – | – | 0.18% | 62 |
|
|
2018
Q4 | $367K | Hold |
2,785
| – | – | 0.17% | 69 |
|
|
2018
Q3 | $418K | Buy |
2,785
+735
| +36% | +$110K | 0.18% | 61 |
|
|
2018
Q2 | $272K | Buy |
+2,050
| New | +$272K | 0.12% | 87 |
|