LWM
Ledge Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.73M | Sell |
10,471
-226
| -2% | -$58.8K | 1.06% | 26 |
|
|
2023
Q3 | $2.46M | Buy |
10,697
+4,793
| +81% | +$1.1M | 1.1% | 26 |
|
|
2023
Q2 | $1.4M | Sell |
5,904
-955
| -14% | -$227K | 0.67% | 40 |
|
|
2023
Q1 | $1.55M | Buy |
6,859
+57
| +0.8% | +$12.9K | 0.73% | 40 |
|
|
2022
Q4 | $1.41M | Buy |
6,802
+998
| +17% | +$207K | 0.64% | 43 |
|
|
2022
Q3 | $1.03M | Sell |
5,804
-1,013
| -15% | -$180K | 0.63% | 41 |
|
|
2022
Q2 | $1.34M | Buy |
6,817
+952
| +16% | +$187K | 0.83% | 40 |
|
|
2022
Q1 | $1.3M | Buy |
+5,865
| New | +$1.3M | 0.81% | 38 |
|