Jamison Eaton & Wood’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $7.12M | Sell |
108,800
-2,600
| -2% | -$170K | 2.03% | 19 |
|
2014
Q4 | $7.3M | Sell |
111,400
-900
| -0.8% | -$59K | 2.02% | 17 |
|
2014
Q3 | $5.99M | Sell |
112,300
-200
| -0.2% | -$10.7K | 1.67% | 25 |
|
2014
Q2 | $5.93M | Buy |
112,500
+980
| +0.9% | +$51.6K | 1.63% | 24 |
|
2014
Q1 | $6.02M | Sell |
111,520
-800
| -0.7% | -$43.2K | 1.67% | 25 |
|
2013
Q4 | $6.25M | Sell |
112,320
-8,300
| -7% | -$462K | 1.62% | 24 |
|
2013
Q3 | $5.76M | Sell |
120,620
-500
| -0.4% | -$23.9K | 1.59% | 22 |
|
2013
Q2 | $5.53M | Buy |
+121,120
| New | +$5.53M | 1.6% | 23 |
|