GIM
Guild Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,120
| Closed | -$216K | – | 58 |
|
|
2020
Q2 | $216K | Buy |
+1,120
| New | +$216K | 0.31% | 44 |
|
|
2019
Q3 | – | Sell |
-4,035
| Closed | -$700K | – | 52 |
|
|
2019
Q2 | $700K | Sell |
4,035
-235
| -6% | -$40.8K | 1.03% | 32 |
|
|
2019
Q1 | $667K | Buy |
+4,270
| New | +$667K | 0.87% | 30 |
|
|
2018
Q2 | – | Sell |
-7,760
| Closed | -$928K | – | 32 |
|
|
2018
Q1 | $928K | Buy |
+7,760
| New | +$928K | 1.29% | 14 |
|
|
2017
Q2 | – | Sell |
-11,250
| Closed | -$1M | – | 34 |
|
|
2017
Q1 | $1M | Buy |
+11,250
| New | +$1M | 0.97% | 23 |
|
|
2015
Q4 | – | Sell |
-11,500
| Closed | -$801K | – | 20 |
|
|
2015
Q3 | $801K | Buy |
+11,500
| New | +$801K | 1.79% | 10 |
|