KIA
KLR Investment Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $412K | Hold |
1,514
| – | – | 0.3% | 90 |
|
|
2023
Q4 | $394K | Buy |
1,514
+163
| +12% | +$42.4K | 0.28% | 105 |
|
|
2023
Q3 | $305K | Sell |
1,351
-10
| -0.7% | -$2.26K | 0.28% | 120 |
|
|
2023
Q2 | $323K | Buy |
1,361
+10
| +0.7% | +$2.38K | 0.27% | 125 |
|
|
2023
Q1 | $305K | Sell |
1,351
-17
| -1% | -$3.83K | 0.27% | 124 |
|
|
2022
Q4 | $284K | Buy |
+1,368
| New | +$284K | 0.23% | 142 |
|