Independence Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.02M | Buy |
5,102
+240
| +5% | +$48K | 0.22% | 35 |
|
|
2020
Q2 | $939K | Buy |
4,862
+6
| +0.1% | +$1.16K | 0.22% | 39 |
|
|
2020
Q1 | $782K | Hold |
4,856
| – | – | 0.22% | 38 |
|
|
2019
Q4 | $912K | Buy |
4,856
+17
| +0.4% | +$3.19K | 0.22% | 36 |
|
|
2019
Q3 | $832K | Sell |
4,839
-141
| -3% | -$24.2K | 0.2% | 40 |
|
|
2019
Q2 | $864K | Buy |
4,980
+164
| +3% | +$28.5K | 0.22% | 37 |
|
|
2019
Q1 | $752K | Buy |
4,816
+943
| +24% | +$147K | 0.21% | 43 |
|
|
2018
Q4 | $511K | Buy |
+3,873
| New | +$511K | 0.17% | 46 |
|
|
2018
Q3 | – | Sell |
-3,742
| Closed | -$496K | – | 94 |
|
|
2018
Q2 | $496K | Hold |
3,742
| – | – | 0.16% | 43 |
|
|
2018
Q1 | $448K | Hold |
3,742
| – | – | 0.15% | 45 |
|
|
2017
Q4 | $427K | Sell |
3,742
-10
| -0.3% | -$1.14K | 0.14% | 47 |
|
|
2017
Q3 | $395K | Buy |
3,752
+45
| +1% | +$4.74K | 0.16% | 45 |
|
|
2017
Q2 | $348K | Buy |
3,707
+75
| +2% | +$7.04K | 0.14% | 49 |
|
|
2017
Q1 | $323K | Hold |
3,632
| – | – | 0.14% | 51 |
|
|
2016
Q4 | $283K | Sell |
3,632
-61
| -2% | -$4.75K | 0.12% | 54 |
|
|
2016
Q3 | $305K | Buy |
3,693
+6
| +0.2% | +$496 | 0.14% | 48 |
|
|
2016
Q2 | $273K | Buy |
+3,687
| New | +$273K | 0.14% | 38 |
|