DWS
Dynamic Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
593
-75
| -11% | -$26.6K | 0.15% | 64 |
|
|
2025
Q1 | $234K | Sell |
668
-14
| -2% | -$4.91K | 0.19% | 59 |
|
|
2024
Q4 | $216K | Buy |
682
+1
| +0.1% | +$316 | 0.19% | 60 |
|
|
2024
Q3 | $187K | Sell |
681
-55
| -7% | -$15.1K | 0.15% | 71 |
|
|
2024
Q2 | $193K | Sell |
736
-58
| -7% | -$15.2K | 0.17% | 63 |
|
|
2024
Q1 | $222K | Buy |
794
+33
| +4% | +$9.23K | 0.19% | 56 |
|
|
2023
Q4 | $198K | Buy |
+761
| New | +$198K | 0.18% | 58 |
|