ETIA
Epic Trust Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $525K | Sell |
1,999
-53
| -3% | -$13.9K | 0.58% | 38 |
|
|
2024
Q1 | $573K | Buy |
2,052
+83
| +4% | +$23.2K | 0.71% | 36 |
|
|
2023
Q4 | $513K | Sell |
1,969
-193
| -9% | -$50.3K | 0.69% | 37 |
|
|
2023
Q3 | $497K | Sell |
2,162
-73
| -3% | -$16.8K | 0.78% | 37 |
|
|
2023
Q2 | $531K | Sell |
2,235
-926
| -29% | -$220K | 0.75% | 36 |
|
|
2023
Q1 | $713K | Buy |
3,161
+891
| +39% | +$201K | 0.87% | 28 |
|
|
2022
Q4 | $472K | Buy |
2,270
+418
| +23% | +$86.9K | 0.71% | 44 |
|
|
2022
Q3 | $329K | Buy |
1,852
+661
| +55% | +$117K | 0.46% | 68 |
|
|
2022
Q2 | $235K | Buy |
1,191
+186
| +19% | +$36.7K | 0.44% | 55 |
|
|
2022
Q1 | $223K | Buy |
+1,005
| New | +$223K | 0.35% | 70 |
|