Endurance Wealth Management’s Visa V Stock Holding History

Endurance Wealth Management’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$615K	Buy
2023 Q1	$561K	Hold
2022 Q4	$517K	Buy
2022 Q3	$391K	Hold
2022 Q2	$434K	Sell
2022 Q1	$496K	Sell
2021 Q4	$4.64M	Sell
2021 Q3	$4.8M	Sell
2021 Q2	$5.06M	Sell
2021 Q1	$4.61M	Buy
2020 Q4	$4.67M	Sell
2020 Q3	$4.29M	Buy
2020 Q2	$3.96M	Hold
2020 Q1	$3.31M	Buy
2019 Q4	$3.85M	Buy
2019 Q3	$3.52M	Hold
2019 Q2	$3.55M	Hold
2019 Q1	$3.19M	Hold
2018 Q4	$2.7M	Buy
2018 Q3	$3.06M	Hold
2018 Q2	$2.7M	Hold
2018 Q1	$2.44M	Hold
2017 Q4	$2.33M	Hold
2017 Q3	$2.15M	Buy
2017 Q2	$1.91M	Hold
2017 Q1	$1.81M	Sell
2016 Q4	$1.74M	Buy
2016 Q3	$1.69M	Hold
2016 Q2	$1.51M	Sell
2016 Q1	$1.56K	Sell
2015 Q4	$1.59M	Buy
2015 Q3	$1.28M	Sell
2015 Q2	$1.18M	Sell
2015 Q1	$1.21M	Hold
2014 Q4	$1.21M	Hold
2014 Q3	$987K	Buy
2014 Q2	$942K	Hold
2014 Q1	$965K	Hold
2013 Q4	$995K	Buy
2013 Q3	$784K	Hold
2013 Q2	$750K	Buy