Engrave Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $625K | Buy |
2,399
+112
| +5% | +$29.2K | 0.18% | 43 |
|
|
2023
Q3 | $526K | Buy |
2,287
+186
| +9% | +$42.8K | 0.16% | 40 |
|
|
2023
Q2 | $499K | Sell |
2,101
-8
| -0.4% | -$1.9K | 0.16% | 38 |
|
|
2023
Q1 | $484K | Sell |
2,109
-25
| -1% | -$5.74K | 0.16% | 39 |
|
|
2022
Q4 | $468K | Buy |
2,134
+107
| +5% | +$23.5K | 0.16% | 44 |
|
|
2022
Q3 | $360K | Buy |
2,027
+459
| +29% | +$81.5K | 0.17% | 41 |
|
|
2022
Q2 | $309K | Hold |
1,568
| – | – | 0.14% | 43 |
|
|
2022
Q1 | $348K | Sell |
1,568
-39
| -2% | -$8.66K | 0.13% | 39 |
|
|
2021
Q4 | $348K | Sell |
1,607
-35
| -2% | -$7.58K | 0.1% | 51 |
|
|
2021
Q3 | $366K | Buy |
1,642
+3
| +0.2% | +$669 | 0.11% | 49 |
|
|
2021
Q2 | $383K | Buy |
1,639
+287
| +21% | +$67.1K | 0.12% | 51 |
|
|
2021
Q1 | $286K | Sell |
1,352
-16
| -1% | -$3.39K | 0.12% | 55 |
|
|
2020
Q4 | $286K | Sell |
1,368
-81
| -6% | -$16.9K | 0.23% | 44 |
|
|
2020
Q3 | $290K | Sell |
1,449
-99
| -6% | -$19.8K | 0.28% | 35 |
|
|
2020
Q2 | $299K | Sell |
1,548
-5
| -0.3% | -$966 | 0.27% | 35 |
|
|
2020
Q1 | $250K | Sell |
1,553
-198
| -11% | -$31.9K | 0.29% | 29 |
|
|
2019
Q4 | $329K | Buy |
+1,751
| New | +$329K | 0.32% | 31 |
|