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Enclave Advisors’s Visa V Stock Holding History

Enclave Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$368K Sell
1,036
-9
-0.9% -$3.2K 0.06% 87
2025
Q1 		$366K Sell
1,045
-28
-3% -$9.82K 0.06% 84
2024
Q4 		$339K Sell
1,073
-109
-9% -$34.5K 0.06% 94
2024
Q3 		$325K Buy
+1,182
New +$325K 0.06% 93