HGWM
Harvest Group Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $47.8K | Hold |
212
| – | – | 0.03% | 64 |
|
|
2022
Q4 | $44K | Hold |
212
| – | – | 0.03% | 66 |
|
|
2022
Q3 | $40K | Hold |
212
| – | – | 0.03% | 67 |
|
|
2022
Q2 | $45K | Hold |
212
| – | – | 0.03% | 71 |
|
|
2022
Q1 | $47K | Hold |
212
| – | – | 0.03% | 56 |
|
|
2021
Q4 | $46K | Hold |
212
| – | – | 0.03% | 45 |
|
|
2021
Q3 | $47K | Hold |
212
| – | – | 0.03% | 44 |
|
|
2021
Q2 | $50K | Buy |
+212
| New | +$50K | 0.03% | 41 |
|
|
2021
Q1 | – | Sell |
-719
| Closed | -$157K | – | 688 |
|
|
2020
Q4 | $157K | Buy |
719
+57
| +9% | +$12.4K | 0.09% | 49 |
|
|
2020
Q3 | $132K | Buy |
662
+5
| +0.8% | +$997 | 0.09% | 52 |
|
|
2020
Q2 | $126K | Buy |
657
+45
| +7% | +$8.63K | 0.11% | 45 |
|
|
2020
Q1 | $98K | Hold |
612
| – | – | 0.1% | 51 |
|
|
2019
Q4 | $114K | Hold |
612
| – | – | 0.1% | 52 |
|
|
2019
Q3 | $105K | Hold |
612
| – | – | 0.13% | 51 |
|
|
2019
Q2 | $106K | Hold |
612
| – | – | 0.14% | 42 |
|
|
2019
Q1 | $96K | Buy |
+612
| New | +$96K | 0.09% | 61 |
|