Financial Sense Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,338
| Closed | -$518K | – | 141 |
|
2022
Q1 | $518K | Buy |
2,338
+1,197
| +105% | +$265K | 0.19% | 42 |
|
2021
Q4 | $247K | Buy |
1,141
+1
| +0.1% | +$216 | 0.08% | 96 |
|
2021
Q3 | $254K | Buy |
1,140
+1
| +0.1% | +$223 | 0.09% | 90 |
|
2021
Q2 | $266K | Sell |
1,139
-249
| -18% | -$58.2K | 0.08% | 94 |
|
2021
Q1 | $294K | Sell |
1,388
-27
| -2% | -$5.72K | 0.1% | 90 |
|
2020
Q4 | $309K | Sell |
1,415
-6,293
| -82% | -$1.37M | 0.11% | 85 |
|
2020
Q3 | $1.54M | Buy |
7,708
+23
| +0.3% | +$4.6K | 0.61% | 30 |
|
2020
Q2 | $1.49M | Buy |
7,685
+1,129
| +17% | +$218K | 0.53% | 29 |
|
2020
Q1 | $1.06M | Buy |
+6,556
| New | +$1.06M | 0.47% | 37 |
|
2014
Q2 | – | Sell |
-49,876
| Closed | -$2.69M | – | 139 |
|
2014
Q1 | $2.69M | Sell |
49,876
-77,144
| -61% | -$4.16M | 1.16% | 37 |
|
2013
Q4 | $7.07M | Sell |
127,020
-23,676
| -16% | -$1.32M | 2.98% | 7 |
|
2013
Q3 | $7.2M | Buy |
150,696
+2,940
| +2% | +$140K | 3.13% | 6 |
|
2013
Q2 | $6.75M | Buy |
+147,756
| New | +$6.75M | 3.02% | 6 |
|