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Elm Advisors’s Visa V Stock Holding History

Elm Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-335
Closed -$73K – 243
2020
Q4 		$73K Buy
+335
New +$73K 0.04% 137
2018
Q4 		– Sell
-370
Closed -$56K – 255
2018
Q3 		$56K Buy
+370
New +$56K 0.04% 159