Foresters Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $12.8M | Sell |
74,500
-14,138
| -16% | -$2.43M | 0.25% | 139 |
|
2019
Q2 | $15.4M | Buy |
88,638
+3,996
| +5% | +$694K | 0.28% | 124 |
|
2019
Q1 | $13.2M | Sell |
84,642
-25,000
| -23% | -$3.9M | 0.23% | 146 |
|
2018
Q4 | $14.5M | Buy |
109,642
+17,300
| +19% | +$2.28M | 0.27% | 125 |
|
2018
Q3 | $13.9M | Buy |
+92,342
| New | +$13.9M | 0.22% | 150 |
|
2018
Q1 | – | Sell |
-4,376
| Closed | -$499K | – | 564 |
|
2017
Q4 | $499K | Sell |
4,376
-6,821
| -61% | -$778K | 0.01% | 395 |
|
2017
Q3 | $1.18M | Buy |
11,197
+816
| +8% | +$85.8K | 0.02% | 333 |
|
2017
Q2 | $974K | Buy |
10,381
+8,389
| +421% | +$787K | 0.02% | 332 |
|
2017
Q1 | $177K | Buy |
+1,992
| New | +$177K | ﹤0.01% | 372 |
|