Estate Counselors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-298
| Closed | -$52K | – | 190 |
|
|
2022
Q3 | $52K | Hold |
298
| – | – | 0.01% | 137 |
|
|
2022
Q2 | $58K | Hold |
298
| – | – | 0.01% | 135 |
|
|
2022
Q1 | $66K | Hold |
298
| – | – | 0.01% | 136 |
|
|
2021
Q4 | $64K | Hold |
298
| – | – | 0.01% | 149 |
|
|
2021
Q3 | $66K | Hold |
298
| – | – | 0.01% | 155 |
|
|
2021
Q2 | $69K | Hold |
298
| – | – | 0.01% | 149 |
|
|
2021
Q1 | $63K | Hold |
298
| – | – | 0.01% | 148 |
|
|
2020
Q4 | $65K | Sell |
298
-2,383
| -89% | -$520K | 0.01% | 121 |
|
|
2020
Q3 | $536K | Buy |
2,681
+148
| +6% | +$29.6K | 0.08% | 80 |
|
|
2020
Q2 | $489K | Buy |
+2,533
| New | +$489K | 0.08% | 90 |
|