FormulaFolio Investments’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $105K | Hold |
451
| – | – | 0.04% | 108 |
|
|
2021
Q1 | $102K | Sell |
451
-26,227
| -98% | -$5.93M | 0.03% | 106 |
|
|
2020
Q4 | $5.84M | Buy |
26,678
+14,016
| +111% | +$3.07M | 0.12% | 134 |
|
|
2020
Q3 | $2.53M | Buy |
12,662
+1,759
| +16% | +$352K | 0.1% | 81 |
|
|
2020
Q2 | $2.11M | Buy |
10,903
+1,472
| +16% | +$284K | 0.09% | 89 |
|
|
2020
Q1 | $1.52M | Sell |
9,431
-1,616
| -15% | -$260K | 0.08% | 87 |
|
|
2019
Q4 | $2.08M | Buy |
11,047
+937
| +9% | +$176K | 0.07% | 116 |
|
|
2019
Q3 | $1.74M | Sell |
10,110
-644
| -6% | -$111K | 0.07% | 118 |
|
|
2019
Q2 | $1.87M | Buy |
10,754
+1,934
| +22% | +$336K | 0.08% | 97 |
|
|
2019
Q1 | $1.38M | Buy |
8,820
+644
| +8% | +$101K | 0.06% | 117 |
|
|
2018
Q4 | $1.23M | Hold |
8,176
| – | – | 0.05% | 114 |
|
|
2018
Q3 | $1.23M | Buy |
8,176
+1,270
| +18% | +$191K | 0.05% | 114 |
|
|
2018
Q2 | $915K | Buy |
6,906
+1,565
| +29% | +$207K | 0.04% | 136 |
|
|
2018
Q1 | $639K | Buy |
5,341
+690
| +15% | +$82.6K | 0.04% | 156 |
|
|
2017
Q4 | $530K | Buy |
4,651
+1,807
| +64% | +$206K | 0.03% | 166 |
|
|
2017
Q3 | $299K | Buy |
+2,844
| New | +$299K | 0.02% | 185 |
|