FourPoints Investment Managers’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.77M | Sell |
31,139
-8,563
| -22% | -$761K | 2.88% | 7 |
|
|
2016
Q4 | $3.1M | Sell |
39,702
-14,091
| -26% | -$1.1M | 2.74% | 8 |
|
|
2016
Q3 | $4.45M | Buy |
53,793
+1,771
| +3% | +$146K | 3.38% | 2 |
|
|
2016
Q2 | $3.86M | Buy |
52,022
+4,873
| +10% | +$361K | 2.7% | 3 |
|
|
2016
Q1 | $3.61M | Buy |
47,149
+20,213
| +75% | +$1.55M | 2.25% | 12 |
|
|
2015
Q4 | $2.09M | Buy |
+26,936
| New | +$2.09M | 0.88% | 44 |
|