Keystone Investors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,742
| Closed | -$1.58M | – | 102 |
|
|
2024
Q3 | $1.58M | Sell |
5,742
-1,150
| -17% | -$316K | 0.12% | 48 |
|
|
2024
Q2 | $1.81M | Sell |
6,892
-145
| -2% | -$38.1K | 0.15% | 47 |
|
|
2024
Q1 | $1.96M | Buy |
7,037
+1,612
| +30% | +$450K | 0.17% | 47 |
|
|
2023
Q4 | $1.41M | Sell |
5,425
-1,631
| -23% | -$425K | 0.12% | 37 |
|
|
2023
Q3 | $1.62M | Buy |
+7,056
| New | +$1.62M | 0.19% | 27 |
|
|
2023
Q1 | – | Sell |
-3,535
| Closed | -$734K | – | 52 |
|
|
2022
Q4 | $734K | Buy |
+3,535
| New | +$734K | 0.35% | 27 |
|