Kays Financial Advisory’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $264K | Buy |
1,322
+1
| +0.1% | +$200 | 0.04% | 80 |
|
|
2020
Q2 | $255K | Hold |
1,321
| – | – | 0.04% | 78 |
|
|
2020
Q1 | $213K | Sell |
1,321
-39
| -3% | -$6.29K | 0.04% | 75 |
|
|
2019
Q4 | $256K | Sell |
1,360
-179
| -12% | -$33.7K | 0.05% | 74 |
|
|
2019
Q3 | $265K | Hold |
1,539
| – | – | 0.05% | 95 |
|
|
2019
Q2 | $267K | Buy |
1,539
+1
| +0.1% | +$173 | 0.05% | 94 |
|
|
2019
Q1 | $240K | Buy |
+1,538
| New | +$240K | 0.05% | 97 |
|
|
2018
Q4 | – | Sell |
-1,357
| Closed | -$204K | – | 102 |
|
|
2018
Q3 | $204K | Buy |
+1,357
| New | +$204K | 0.04% | 82 |
|