Fiduciary Financial Services of The Southwest’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $3.13M | Buy |
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|
2019
Q2 | $3.13M | Buy |
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|
2019
Q1 | $2.74M | Buy |
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|
2018
Q4 | $2.21M | Buy |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q2 | $1.71M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.5M | Buy |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $961K | Buy |
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|
2017
Q1 | $765K | Sell |
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|
2016
Q4 | $684K | Hold |
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|
2016
Q3 | $725K | Buy |
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|
2016
Q2 | $637K | Buy |
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|
2016
Q1 | $369K | Buy |
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|
2015
Q4 | $320K | Buy |
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|
2015
Q3 | $280K | Buy |
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