Integrated Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $872K | Sell |
9,813
-1,097
| -10% | -$97.5K | 0.29% | 90 |
|
|
2016
Q4 | $851K | Buy |
10,910
+20
| +0.2% | +$1.56K | 0.32% | 86 |
|
|
2016
Q3 | $901K | Sell |
10,890
-286
| -3% | -$23.7K | 0.32% | 76 |
|
|
2016
Q2 | $829K | Sell |
11,176
-17
| -0.2% | -$1.26K | 0.32% | 70 |
|
|
2016
Q1 | $856K | Sell |
11,193
-1,568
| -12% | -$120K | 0.36% | 66 |
|
|
2015
Q4 | $990K | Sell |
12,761
-144
| -1% | -$11.2K | 0.43% | 59 |
|
|
2015
Q3 | $899K | Buy |
12,905
+497
| +4% | +$34.6K | 0.39% | 61 |
|
|
2015
Q2 | $833K | Buy |
12,408
+664
| +6% | +$44.6K | 0.32% | 71 |
|
|
2015
Q1 | $768K | Buy |
+11,744
| New | +$768K | 0.32% | 71 |
|