Halpern Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $41.5K | Hold |
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|
2024
Q2 | $39.4K | Sell |
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|
2024
Q1 | $61.2K | Hold |
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|
2023
Q4 | $57K | Sell |
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|
2023
Q3 | $65.6K | Buy |
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|
2023
Q2 | $15.9K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5.68K | Sell |
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|
2022
Q2 | $10.6K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.56K | Hold |
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|
2021
Q2 | $1.64K | Hold |
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|
2021
Q1 | $1.48K | Sell |
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|
2020
Q4 | $8.09K | Sell |
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|
2020
Q3 | $12.2K | Sell |
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|
2020
Q2 | $15.1K | Buy |
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|
2020
Q1 | $4.83K | Hold |
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|
2019
Q4 | $5.64K | Buy |
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