FDO Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,542
| Closed | -$404K | – | 125 |
|
|
2017
Q4 | $404K | Buy |
3,542
+1,332
| +60% | +$152K | 0.34% | 125 |
|
|
2017
Q3 | $233K | Buy |
+2,210
| New | +$233K | 0.09% | 197 |
|
|
2016
Q2 | – | Sell |
-9,214
| Closed | -$705K | – | 285 |
|
|
2016
Q1 | $705K | Buy |
9,214
+5,224
| +131% | +$400K | 0.46% | 81 |
|
|
2015
Q4 | $309K | Buy |
+3,990
| New | +$309K | 0.18% | 189 |
|