Ken Stern & Associates’s Visa V Stock Holding History

Ken Stern & Associates’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$689K	Hold
2018 Q2	$608K	Hold
2018 Q1	$549K	Buy
2017 Q4	$522K	Sell
2017 Q3	$490K	Sell
2017 Q2	$440K	Hold
2017 Q1	$427K	Buy