Gupta Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $414K | Buy |
5,414
+3
| +0.1% | +$229 | 0.1% | 155 |
|
|
2015
Q4 | $420K | Buy |
5,411
+1,462
| +37% | +$113K | 0.11% | 156 |
|
|
2015
Q3 | $275K | Sell |
3,949
-122
| -3% | -$8.5K | 0.07% | 203 |
|
|
2015
Q2 | $273K | Buy |
4,071
+2,703
| +198% | +$181K | 0.07% | 213 |
|
|
2015
Q1 | $89K | Buy |
+1,368
| New | +$89K | 0.03% | 319 |
|