Guardian Investor Services’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $876K | Sell |
13,397
-123
| -0.9% | -$8.04K | 0.69% | 31 |
|
2014
Q4 | $886K | Sell |
13,520
-448
| -3% | -$29.4K | 0.7% | 30 |
|
2014
Q3 | $745K | Sell |
13,968
-1,116
| -7% | -$59.5K | 0.6% | 35 |
|
2014
Q2 | $795K | Sell |
15,084
-624
| -4% | -$32.9K | 0.61% | 34 |
|
2014
Q1 | $848K | Sell |
15,708
-836
| -5% | -$45.1K | 0.66% | 32 |
|
2013
Q4 | $921K | Buy |
16,544
+300
| +2% | +$16.7K | 0.7% | 33 |
|
2013
Q3 | $776K | Sell |
16,244
-516
| -3% | -$24.7K | 0.65% | 32 |
|
2013
Q2 | $766K | Buy |
+16,760
| New | +$766K | 0.66% | 33 |
|