IWM
Iams Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
603
-1,171
| -66% | -$416K | 0.1% | 158 |
|
|
2025
Q1 | $622K | Buy |
1,774
+370
| +26% | +$130K | 0.28% | 96 |
|
|
2024
Q4 | $444K | Sell |
1,404
-71
| -5% | -$22.4K | 0.2% | 116 |
|
|
2024
Q3 | $406K | Buy |
1,475
+326
| +28% | +$89.6K | 0.2% | 107 |
|
|
2024
Q2 | $302K | Buy |
+1,149
| New | +$302K | 0.17% | 119 |
|
|
2024
Q1 | – | Sell |
-1,006
| Closed | -$262K | – | 129 |
|
|
2023
Q4 | $262K | Buy |
+1,006
| New | +$262K | 0.17% | 101 |
|