Foresight Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,724
| Closed | -$1.02M | – | 97 |
|
|
2022
Q3 | $1.02M | Buy |
5,724
+121
| +2% | +$21.5K | 0.23% | 34 |
|
|
2022
Q2 | $1.1M | Buy |
5,603
+89
| +2% | +$17.5K | 0.23% | 33 |
|
|
2022
Q1 | $1.22M | Buy |
5,514
+86
| +2% | +$19.1K | 0.23% | 35 |
|
|
2021
Q4 | $1.18M | Sell |
5,428
-172
| -3% | -$37.3K | 0.02% | 33 |
|
|
2021
Q3 | $1.25M | Sell |
5,600
-66
| -1% | -$14.7K | 0.25% | 31 |
|
|
2021
Q2 | $1.33M | Buy |
5,666
+61
| +1% | +$14.3K | 0.29% | 34 |
|
|
2021
Q1 | $1.19M | Sell |
5,605
-232
| -4% | -$49.1K | 0.3% | 34 |
|
|
2020
Q4 | $1.28M | Sell |
5,837
-288
| -5% | -$63K | 0.34% | 30 |
|
|
2020
Q3 | $1.23M | Sell |
6,125
-91
| -1% | -$18.2K | 0.41% | 26 |
|
|
2020
Q2 | $1.2M | Buy |
6,216
+79
| +1% | +$15.3K | 0.55% | 29 |
|
|
2020
Q1 | $989K | Buy |
6,137
+146
| +2% | +$23.5K | 0.68% | 28 |
|
|
2019
Q4 | $1.13M | Sell |
5,991
-149
| -2% | -$28K | 0.69% | 28 |
|
|
2019
Q3 | $1.06M | Buy |
6,140
+45
| +0.7% | +$7.74K | 0.76% | 29 |
|
|
2019
Q2 | $1.06M | Buy |
6,095
+26
| +0.4% | +$4.51K | 0.8% | 28 |
|
|
2019
Q1 | $948K | Buy |
6,069
+72
| +1% | +$11.2K | 0.82% | 30 |
|
|
2018
Q4 | $791K | Buy |
+5,997
| New | +$791K | 0.84% | 32 |
|