Essex Private Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $256K | Hold |
930
| – | – | 0.6% | 29 |
|
|
2024
Q2 | $244K | Hold |
930
| – | – | 0.62% | 29 |
|
|
2024
Q1 | $260K | Hold |
930
| – | – | 0.74% | 25 |
|
|
2023
Q4 | $242K | Hold |
930
| – | – | 0.76% | 25 |
|
|
2023
Q3 | $214K | Hold |
930
| – | – | 0.73% | 25 |
|
|
2023
Q2 | $221K | Hold |
930
| – | – | 0.76% | 26 |
|
|
2023
Q1 | $210K | Buy |
+930
| New | +$210K | 0.76% | 25 |
|