FFSOTS
Fiduciary Financial Services of The Southwest’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.46M | Buy |
18,401
+177
| +1% | +$33.3K | 0.9% | 36 |
|
|
2019
Q3 | $3.14M | Buy |
18,224
+211
| +1% | +$36.3K | 0.84% | 41 |
|
|
2019
Q2 | $3.13M | Buy |
18,013
+456
| +3% | +$79.1K | 0.89% | 36 |
|
|
2019
Q1 | $2.74M | Buy |
17,557
+815
| +5% | +$127K | 0.8% | 42 |
|
|
2018
Q4 | $2.21M | Buy |
16,742
+3,715
| +29% | +$490K | 0.7% | 46 |
|
|
2018
Q3 | $1.96M | Buy |
13,027
+150
| +1% | +$22.5K | 0.54% | 54 |
|
|
2018
Q2 | $1.71M | Sell |
12,877
-1,040
| -7% | -$138K | 0.52% | 59 |
|
|
2018
Q1 | $1.67M | Buy |
13,917
+756
| +6% | +$90.4K | 0.51% | 59 |
|
|
2017
Q4 | $1.5M | Buy |
13,161
+1,861
| +16% | +$212K | 0.44% | 70 |
|
|
2017
Q3 | $1.19M | Buy |
11,300
+1,056
| +10% | +$111K | 0.36% | 78 |
|
|
2017
Q2 | $961K | Buy |
10,244
+1,640
| +19% | +$154K | 0.3% | 92 |
|
|
2017
Q1 | $765K | Sell |
8,604
-166
| -2% | -$14.8K | 0.24% | 102 |
|
|
2016
Q4 | $684K | Hold |
8,770
| – | – | 0.23% | 109 |
|
|
2016
Q3 | $725K | Buy |
8,770
+185
| +2% | +$15.3K | 0.23% | 106 |
|
|
2016
Q2 | $637K | Buy |
8,585
+3,756
| +78% | +$279K | 0.2% | 112 |
|
|
2016
Q1 | $369K | Buy |
4,829
+702
| +17% | +$53.6K | 0.13% | 121 |
|
|
2015
Q4 | $320K | Buy |
4,127
+107
| +3% | +$8.3K | 0.11% | 123 |
|
|
2015
Q3 | $280K | Buy |
+4,020
| New | +$280K | 0.1% | 131 |
|