First Capital Advisors Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.25M | Sell |
5,269
-9
| -0.2% | -$2.14K | 0.65% | 42 |
|
|
2023
Q1 | $1.19M | Sell |
5,278
-82
| -2% | -$18.5K | 0.76% | 41 |
|
|
2022
Q4 | $1.11M | Sell |
5,360
-54
| -1% | -$11.2K | 0.75% | 40 |
|
|
2022
Q3 | $962K | Buy |
5,414
+1,068
| +25% | +$190K | 0.8% | 35 |
|
|
2022
Q2 | $856K | Buy |
+4,346
| New | +$856K | 0.59% | 43 |
|
|
2018
Q4 | $494K | Sell |
3,744
-542
| -13% | -$71.5K | 0.37% | 61 |
|
|
2018
Q3 | $643K | Sell |
4,286
-42
| -1% | -$6.3K | 0.39% | 58 |
|
|
2018
Q2 | $573K | Sell |
4,328
-107
| -2% | -$14.2K | 0.38% | 60 |
|
|
2018
Q1 | $531K | Sell |
4,435
-1,215
| -22% | -$145K | 0.31% | 70 |
|
|
2017
Q4 | $644K | Buy |
5,650
+535
| +10% | +$61K | 0.41% | 63 |
|
|
2017
Q3 | $538K | Sell |
5,115
-1,681
| -25% | -$177K | 0.37% | 75 |
|
|
2017
Q2 | $637K | Sell |
6,796
-634
| -9% | -$59.4K | 0.44% | 75 |
|
|
2017
Q1 | $660K | Buy |
7,430
+723
| +11% | +$64.2K | 0.49% | 67 |
|
|
2016
Q4 | $523K | Buy |
+6,707
| New | +$523K | 0.48% | 68 |
|