Independence Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $939K | Buy |
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|
2020
Q1 | $782K | Hold |
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|
2019
Q4 | $912K | Buy |
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|
2019
Q3 | $832K | Sell |
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|
2019
Q2 | $864K | Buy |
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|
2019
Q1 | $752K | Buy |
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|
2018
Q4 | $511K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $496K | Hold |
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|
2018
Q1 | $448K | Hold |
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|
2017
Q4 | $427K | Sell |
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|
2017
Q3 | $395K | Buy |
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|
2017
Q2 | $348K | Buy |
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|
2017
Q1 | $323K | Hold |
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|
2016
Q4 | $283K | Sell |
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|
2016
Q3 | $305K | Buy |
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|
2016
Q2 | $273K | Buy |
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