Lee Capital Holdings’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,560
| Closed | -$1.49M | – | 57 |
|
|
2022
Q2 | $1.49M | Buy |
+7,560
| New | +$1.49M | 1.17% | 27 |
|
|
2021
Q3 | – | Sell |
-7,370
| Closed | -$1.72M | – | 76 |
|
|
2021
Q2 | $1.72M | Buy |
+7,370
| New | +$1.72M | 0.87% | 38 |
|
|
2020
Q2 | – | Sell |
-15,570
| Closed | -$2.51M | – | 61 |
|
|
2020
Q1 | $2.51M | Buy |
15,570
+10,570
| +211% | +$1.7M | 2.07% | 15 |
|
|
2019
Q4 | $940K | Hold |
5,000
| – | – | 0.87% | 37 |
|
|
2019
Q3 | $860K | Sell |
5,000
-1,000
| -17% | -$172K | 0.8% | 35 |
|
|
2019
Q2 | $1.04M | Sell |
6,000
-500
| -8% | -$86.8K | 1.11% | 35 |
|
|
2019
Q1 | $1.02M | Sell |
6,500
-500
| -7% | -$78.1K | 1.13% | 33 |
|
|
2018
Q4 | $924K | Sell |
7,000
-12,747
| -65% | -$1.68M | 1.38% | 24 |
|
|
2018
Q3 | $2.96M | Sell |
19,747
-9,390
| -32% | -$1.41M | 2.12% | 12 |
|
|
2018
Q2 | $3.86M | Buy |
+29,137
| New | +$3.86M | 2.73% | 7 |
|