Graves Light Lenhart Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-403
| Closed | -$79K | – | 581 |
|
|
2022
Q2 | $79K | Sell |
403
-33
| -8% | -$6.47K | 0.01% | 257 |
|
|
2022
Q1 | $97K | Sell |
436
-735
| -63% | -$164K | 0.01% | 273 |
|
|
2021
Q4 | $254K | Buy |
1,171
+187
| +19% | +$40.6K | 0.04% | 169 |
|
|
2021
Q3 | $219K | Sell |
984
-13
| -1% | -$2.89K | 0.03% | 171 |
|
|
2021
Q2 | $233K | Sell |
997
-188
| -16% | -$43.9K | 0.04% | 165 |
|
|
2021
Q1 | $251K | Buy |
1,185
+103
| +10% | +$21.8K | 0.04% | 160 |
|
|
2020
Q4 | $237K | Buy |
1,082
+23
| +2% | +$5.04K | 0.04% | 156 |
|
|
2020
Q3 | $212K | Buy |
+1,059
| New | +$212K | 0.05% | 150 |
|