Engrave Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $625K | Buy |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $499K | Sell |
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|
2023
Q1 | $484K | Sell |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $360K | Buy |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $299K | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $329K | Buy |
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