Girard Securities’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,691
| Closed | -$283K | – | 109 |
|
|
2017
Q3 | $283K | Sell |
2,691
-79
| -3% | -$8.31K | 0.25% | 89 |
|
|
2017
Q2 | $261K | Buy |
2,770
+352
| +15% | +$33.2K | 0.2% | 129 |
|
|
2017
Q1 | $215K | Sell |
2,418
-936
| -28% | -$83.2K | 0.18% | 138 |
|
|
2016
Q4 | $262K | Buy |
3,354
+424
| +14% | +$33.1K | 0.23% | 131 |
|
|
2016
Q3 | $242K | Sell |
2,930
-352
| -11% | -$29.1K | 0.25% | 123 |
|
|
2016
Q2 | $243K | Buy |
3,282
+8
| +0.2% | +$592 | 0.22% | 125 |
|
|
2016
Q1 | $249K | Buy |
3,274
+153
| +5% | +$11.6K | 0.25% | 115 |
|
|
2015
Q4 | $242K | Buy |
+3,121
| New | +$242K | 0.24% | 118 |
|