EA
Ergawealth Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-657
| Closed | -$208K | – | 65 |
|
2024
Q4 | $208K | Sell |
657
-141
| -18% | -$44.6K | 0.1% | 62 |
|
2024
Q3 | $219K | Buy |
798
+35
| +5% | +$9.62K | 0.11% | 58 |
|
2024
Q2 | $200K | Hold |
763
| – | – | 0.11% | 62 |
|
2024
Q1 | $213K | Buy |
+763
| New | +$213K | 0.12% | 59 |
|