Independent Portfolio Consultants’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.33M | Buy |
14,214
+1,392
| +11% | +$131K | 0.55% | 31 |
|
|
2017
Q1 | $1.14M | Buy |
12,822
+5,741
| +81% | +$510K | 0.39% | 62 |
|
|
2016
Q4 | $552K | Buy |
7,081
+151
| +2% | +$11.8K | 0.18% | 203 |
|
|
2016
Q3 | $573K | Sell |
6,930
-415
| -6% | -$34.3K | 0.18% | 206 |
|
|
2016
Q2 | $545K | Buy |
7,345
+475
| +7% | +$35.2K | 0.17% | 209 |
|
|
2016
Q1 | $525K | Buy |
+6,870
| New | +$525K | 0.15% | 204 |
|
|
2015
Q2 | – | Sell |
-180
| Closed | -$12K | – | 1116 |
|
|
2015
Q1 | $12K | Buy |
+180
| New | +$12K | ﹤0.01% | 718 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 994 |
|