KPW
Kore Private Wealth’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $692K | Sell |
3,896
-274
| -7% | -$48.7K | 0.13% | 104 |
|
|
2022
Q2 | $821K | Sell |
4,170
-84
| -2% | -$16.5K | 0.13% | 114 |
|
|
2022
Q1 | $943K | Buy |
4,254
+1,305
| +44% | +$289K | 0.12% | 125 |
|
|
2021
Q4 | $639K | Sell |
2,949
-8,753
| -75% | -$1.9M | 0.08% | 146 |
|
|
2021
Q3 | $2.61M | Buy |
11,702
+930
| +9% | +$207K | 0.27% | 68 |
|
|
2021
Q2 | $2.52M | Buy |
10,772
+3,335
| +45% | +$780K | 0.28% | 67 |
|
|
2021
Q1 | $1.58M | Buy |
7,437
+289
| +4% | +$61.2K | 0.21% | 83 |
|
|
2020
Q4 | $1.56M | Buy |
7,148
+1,443
| +25% | +$316K | 0.24% | 67 |
|
|
2020
Q3 | $1.14M | Buy |
5,705
+392
| +7% | +$78.4K | 0.22% | 75 |
|
|
2020
Q2 | $1.03M | Sell |
5,313
-279
| -5% | -$53.9K | 0.21% | 80 |
|
|
2020
Q1 | $901K | Buy |
5,592
+1,226
| +28% | +$198K | 0.22% | 79 |
|
|
2019
Q4 | $820K | Buy |
4,366
+184
| +4% | +$34.6K | 0.16% | 106 |
|
|
2019
Q3 | $728K | Sell |
4,182
-220
| -5% | -$38.3K | 0.16% | 105 |
|
|
2019
Q2 | $764K | Buy |
4,402
+571
| +15% | +$99.1K | 0.17% | 103 |
|
|
2019
Q1 | $598K | Sell |
3,831
-579
| -13% | -$90.4K | 0.13% | 109 |
|
|
2018
Q4 | $582K | Buy |
+4,410
| New | +$582K | 0.16% | 113 |
|