GYL Financial Synergies’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.1M | Buy |
47,512
+952
| +2% | +$262K | 0.98% | 25 |
|
|
2024
Q2 | $12.2M | Buy |
46,560
+663
| +1% | +$174K | 0.94% | 26 |
|
|
2024
Q1 | $12.8M | Buy |
45,897
+254
| +0.6% | +$70.9K | 1% | 22 |
|
|
2023
Q4 | $11.9M | Buy |
45,643
+65
| +0.1% | +$16.9K | 0.98% | 22 |
|
|
2023
Q3 | $10.5M | Sell |
45,578
-270
| -0.6% | -$62.1K | 1.02% | 21 |
|
|
2023
Q2 | $10.9M | Buy |
45,848
+18,021
| +65% | +$4.28M | 0.99% | 24 |
|
|
2023
Q1 | $6.27M | Buy |
27,827
+21,837
| +365% | +$4.92M | 0.75% | 38 |
|
|
2022
Q4 | $1.24M | Sell |
5,990
-34
| -0.6% | -$7.06K | 0.27% | 62 |
|
|
2022
Q3 | $1.07M | Sell |
6,024
-61
| -1% | -$10.8K | 0.29% | 52 |
|
|
2022
Q2 | $1.2M | Sell |
6,085
-261
| -4% | -$51.4K | 0.33% | 48 |
|
|
2022
Q1 | $1.41M | Buy |
6,346
+295
| +5% | +$65.4K | 0.34% | 39 |
|
|
2021
Q4 | $1.31M | Buy |
6,051
+150
| +3% | +$32.5K | 0.35% | 45 |
|
|
2021
Q3 | $1.31M | Buy |
5,901
+42
| +0.7% | +$9.35K | 0.67% | 28 |
|
|
2021
Q2 | $1.37M | Buy |
5,859
+75
| +1% | +$17.5K | 0.71% | 25 |
|
|
2021
Q1 | $1.23M | Sell |
5,784
-1,505
| -21% | -$319K | 0.67% | 29 |
|
|
2020
Q4 | $1.59M | Buy |
7,289
+129
| +2% | +$28.2K | 0.92% | 23 |
|
|
2020
Q3 | $1.43M | Buy |
7,160
+181
| +3% | +$36.2K | 0.94% | 24 |
|
|
2020
Q2 | $1.35M | Sell |
6,979
-607
| -8% | -$117K | 0.98% | 20 |
|
|
2020
Q1 | $1.22M | Sell |
7,586
-1,116
| -13% | -$180K | 0.78% | 22 |
|
|
2019
Q4 | $1.64M | Buy |
8,702
+189
| +2% | +$35.5K | 0.72% | 20 |
|
|
2019
Q3 | $1.46M | Buy |
8,513
+677
| +9% | +$116K | 0.73% | 23 |
|
|
2019
Q2 | $1.36M | Sell |
7,836
-480
| -6% | -$83.3K | 0.72% | 23 |
|
|
2019
Q1 | $1.3M | Sell |
8,316
-597
| -7% | -$93.3K | 0.73% | 23 |
|
|
2018
Q4 | $1.18M | Buy |
+8,913
| New | +$1.18M | 0.85% | 20 |
|