Lee Capital Asset Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.49M | Buy |
7,911
+690
| +10% | +$130K | 3.11% | 20 |
|
|
2019
Q3 | $1.24M | Sell |
7,221
-29,429
| -80% | -$5.06M | 1.81% | 20 |
|
|
2019
Q2 | $6.36M | Sell |
36,650
-1,000
| -3% | -$174K | 8.36% | 3 |
|
|
2019
Q1 | $5.88M | Buy |
37,650
+1,660
| +5% | +$259K | 8.78% | 3 |
|
|
2018
Q4 | $4.75M | Buy |
+35,990
| New | +$4.75M | 5.55% | 6 |
|