Lau Associates’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $860K | Sell |
4,578
-68
| -1% | -$12.8K | 0.43% | 53 |
|
|
2019
Q3 | $799K | Sell |
4,646
-1,150
| -20% | -$198K | 0.42% | 56 |
|
|
2019
Q2 | $1.01M | Buy |
5,796
+50
| +0.9% | +$8.68K | 0.48% | 52 |
|
|
2019
Q1 | $897K | Buy |
5,746
+200
| +4% | +$31.2K | 0.46% | 53 |
|
|
2018
Q4 | $732K | Buy |
+5,546
| New | +$732K | 0.41% | 60 |
|