Jackson Creek Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,854
| Closed | -$483K | – | 371 |
|
2023
Q4 | $483K | Sell |
1,854
-8
| -0.4% | -$2.08K | 0.19% | 244 |
|
2023
Q3 | $428K | Sell |
1,862
-45
| -2% | -$10.3K | 0.18% | 249 |
|
2023
Q2 | $453K | Sell |
1,907
-2
| -0.1% | -$475 | 0.18% | 245 |
|
2023
Q1 | $430K | Buy |
+1,909
| New | +$430K | 0.18% | 257 |
|
2021
Q4 | – | Sell |
-1,033
| Closed | -$230K | – | 356 |
|
2021
Q3 | $230K | Sell |
1,033
-50
| -5% | -$11.1K | 0.09% | 285 |
|
2021
Q2 | $253K | Buy |
+1,083
| New | +$253K | 0.09% | 282 |
|