Freedman Financial Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-787
| Closed | -$179K | – | 419 |
|
|
2022
Q1 | $179K | Hold |
787
| – | – | 0.12% | 83 |
|
|
2021
Q4 | $170K | Buy |
787
+71
| +10% | +$15.3K | 0.12% | 84 |
|
|
2021
Q3 | $159K | Buy |
716
+12
| +2% | +$2.67K | 0.12% | 81 |
|
|
2021
Q2 | $165K | Hold |
704
| – | – | 0.12% | 74 |
|
|
2021
Q1 | $149K | Hold |
704
| – | – | 0.12% | 75 |
|
|
2020
Q4 | $154K | Buy |
+704
| New | +$154K | 0.14% | 69 |
|