Lee Capital Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $4.19M | Buy |
35,000
+11,000
| +46% | +$1.32M | 3.16% | 5 |
|
|
2017
Q4 | $2.74M | Buy |
24,000
+15,000
| +167% | +$1.71M | 2.33% | 14 |
|
|
2017
Q3 | $947K | Sell |
9,000
-13,410
| -60% | -$1.41M | 0.77% | 52 |
|
|
2017
Q2 | $2.1M | Sell |
22,410
-9,000
| -29% | -$844K | 1.87% | 16 |
|
|
2017
Q1 | $2.79M | Sell |
31,410
-14,800
| -32% | -$1.32M | 2.5% | 5 |
|
|
2016
Q4 | $3.61M | Buy |
+46,210
| New | +$3.61M | 3.39% | 1 |
|