Invictus Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-733
| Closed | -$232K | – | 81 |
|
|
2024
Q4 | $232K | Sell |
733
-5
| -0.7% | -$1.58K | 0.02% | 78 |
|
|
2024
Q3 | $203K | Sell |
738
-47
| -6% | -$12.9K | 0.02% | 83 |
|
|
2024
Q2 | $206K | Sell |
785
-116
| -13% | -$30.4K | 0.02% | 84 |
|
|
2024
Q1 | $251K | Sell |
901
-299
| -25% | -$83.4K | 0.02% | 85 |
|
|
2023
Q4 | $312K | Sell |
1,200
-123
| -9% | -$32K | 0.03% | 77 |
|
|
2023
Q3 | $304K | Sell |
1,323
-49
| -4% | -$11.3K | 0.03% | 72 |
|
|
2023
Q2 | $326K | Sell |
1,372
-159
| -10% | -$37.8K | 0.04% | 74 |
|
|
2023
Q1 | $345K | Sell |
1,531
-136
| -8% | -$30.7K | 0.04% | 63 |
|
|
2022
Q4 | $346K | Buy |
+1,667
| New | +$346K | 0.04% | 62 |
|