IFA

Interactive Financial Advisors’s Visa V Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-288	Closed	-$59.8K	–	156
2022 Q4	$59.8K	Hold	288	–	–	0.04%	118
2022 Q3	$51K	Hold	288	–	–	0.03%	121
2022 Q2	$57K	Hold	288	–	–	0.03%	107
2022 Q1	$64K	Hold	288	–	–	0.03%	117
2021 Q4	$62K	Hold	288	–	–	0.02%	120
2021 Q3	$64K	Hold	288	–	–	0.03%	116
2021 Q2	$67K	Hold	288	–	–	0.03%	115
2021 Q1	$61K	Hold	288	–	–	0.03%	118
2020 Q4	$63K	Hold	288	–	–	0.03%	105
2020 Q3	$58K	Hold	288	–	–	0.03%	101
2020 Q2	$56K	Sell	288 -6	-2%	-$1.17K	0.03%	101
2020 Q1	$47K	Hold	294	–	–	0.04%	72
2019 Q4	$55K	Hold	294	–	–	0.02%	112
2019 Q3	$51K	Hold	294	–	–	0.02%	98
2019 Q2	$51K	Hold	294	–	–	0.02%	104
2019 Q1	$46K	Hold	294	–	–	0.02%	93
2018 Q4	$39K	Hold	294	–	–	0.02%	71
2018 Q3	$44K	Hold	294	–	–	0.02%	92
2018 Q2	$39K	Hold	294	–	–	0.02%	91
2018 Q1	$35K	Hold	294	–	–	0.02%	94
2017 Q4	$34K	Hold	294	–	–	0.02%	97
2017 Q3	$31K	Hold	294	–	–	0.01%	85
2017 Q2	$28K	Sell	294 -46	-14%	-$4.38K	0.01%	85
2017 Q1	$30K	Hold	340	–	–	0.01%	89
2016 Q4	$27K	Hold	340	–	–	0.01%	90
2016 Q3	$28K	Hold	340	–	–	0.01%	84
2016 Q2	$25K	Hold	340	–	–	0.01%	71
2016 Q1	$26K	Hold	340	–	–	0.02%	67
2015 Q4	$26K	Hold	340	–	–	0.02%	73
2015 Q3	$24K	Hold	340	–	–	0.01%	67
2015 Q2	$23K	Hold	340	–	–	0.01%	79
2015 Q1	$22K	Buy	340 +255	+300%	+$16.5K	0.01%	87
2014 Q4	$22K	Hold	85	–	–	0.01%	76
2014 Q3	$18K	Hold	85	–	–	0.01%	77
2014 Q2	$18K	Hold	85	–	–	0.01%	73
2014 Q1	$18K	Hold	85	–	–	0.01%	64
2013 Q4	$19K	Hold	85	–	–	0.01%	60
2013 Q3	$16K	Hold	85	–	–	0.01%	59
2013 Q2	$16K	Buy	+85	New	+$16K	0.01%	48