KA
Kaizen Advisory’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $626K | Buy |
4,748
+396
| +9% | +$52.2K | 0.43% | 87 |
|
|
2018
Q3 | $653K | Hold |
4,352
| – | – | 0.34% | 113 |
|
|
2018
Q2 | $576K | Buy |
4,352
+2,600
| +148% | +$344K | 0.29% | 113 |
|
|
2018
Q1 | $210K | Sell |
1,752
-10,057
| -85% | -$1.21M | 0.21% | 94 |
|
|
2017
Q4 | $1.35M | Buy |
+11,809
| New | +$1.35M | 0.8% | 30 |
|