LWP
Laurel Wealth Planning’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-732
| Closed | -$152K | – | 197 |
|
|
2022
Q4 | $152K | Hold |
732
| – | – | 0.1% | 65 |
|
|
2022
Q3 | $130K | Hold |
732
| – | – | 0.1% | 69 |
|
|
2022
Q2 | $144K | Hold |
732
| – | – | 0.1% | 71 |
|
|
2022
Q1 | $162K | Hold |
732
| – | – | 0.11% | 75 |
|
|
2021
Q4 | $159K | Hold |
732
| – | – | 0.12% | 67 |
|
|
2021
Q3 | $163K | Buy |
732
+92
| +14% | +$20.5K | 0.13% | 63 |
|
|
2021
Q2 | $150K | Hold |
640
| – | – | 0.13% | 52 |
|
|
2021
Q1 | $136K | Hold |
640
| – | – | 0.12% | 51 |
|
|
2020
Q4 | $140K | Buy |
+640
| New | +$140K | 0.14% | 49 |
|