Epstein & White Financial’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,050
Closed -$273K 110
2018
Q2
$273K Hold
2,050
0.2% 82
2018
Q1
$246K Buy
2,050
+132
+7% +$15.8K 0.16% 95
2017
Q4
$230K Buy
+1,918
New +$230K 0.13% 95