Edmond de Rothschild (Suisse)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.38M | Buy |
16,668
+1,418
| +9% | +$117K | 0.42% | 63 |
|
|
2016
Q2 | $1.13M | Buy |
15,250
+12,462
| +447% | +$924K | 0.37% | 68 |
|
|
2016
Q1 | $213K | Sell |
2,788
-1,100
| -28% | -$84K | 0.09% | 144 |
|
|
2015
Q4 | $302K | Sell |
3,888
-1,450
| -27% | -$113K | 0.12% | 119 |
|
|
2015
Q3 | $372K | Buy |
5,338
+898
| +20% | +$62.6K | 0.13% | 113 |
|
|
2015
Q2 | $298K | Buy |
+4,440
| New | +$298K | 0.09% | 134 |
|