Genovese Burford & Brothers Wealth & Retirement Plan Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $552K | Buy |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $120K | Buy |
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|
2018
Q1 | $108K | Sell |
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|
2017
Q4 | $119K | Buy |
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|
2017
Q3 | $66K | Hold |
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|
2017
Q2 | $58K | Hold |
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|
2017
Q1 | $56K | Sell |
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|
2016
Q4 | $55K | Hold |
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|
2016
Q3 | $57K | Hold |
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|
2016
Q2 | $51K | Buy |
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|
2016
Q1 | $48K | Buy |
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