FP
Fiduciary Planning’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,532
| Closed | -$812K | – | 69 |
|
|
2023
Q3 | $812K | Sell |
3,532
-1,685
| -32% | -$388K | 0.38% | 38 |
|
|
2023
Q2 | $1.24M | Buy |
5,217
+83
| +2% | +$19.7K | 0.57% | 22 |
|
|
2023
Q1 | $1.16M | Sell |
5,134
-185
| -3% | -$41.7K | 0.55% | 18 |
|
|
2022
Q4 | $1.11M | Buy |
5,319
+64
| +1% | +$13.3K | 0.54% | 21 |
|
|
2022
Q3 | $933K | Buy |
5,255
+45
| +0.9% | +$7.99K | 0.48% | 21 |
|
|
2022
Q2 | $1.03M | Buy |
5,210
+835
| +19% | +$164K | 0.51% | 17 |
|
|
2022
Q1 | $970K | Buy |
4,375
+695
| +19% | +$154K | 0.53% | 17 |
|
|
2021
Q4 | $798K | Sell |
3,680
-311
| -8% | -$67.4K | 0.45% | 25 |
|
|
2021
Q3 | $889K | Buy |
3,991
+1,971
| +98% | +$439K | 0.47% | 28 |
|
|
2021
Q2 | $472K | Buy |
2,020
+1,963
| +3,444% | +$459K | 0.41% | 39 |
|
|
2021
Q1 | $12K | Buy |
+57
| New | +$12K | 0.02% | 155 |
|