Lehman & Derafelo Financial Resources’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.19M | Buy |
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|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.43M | Sell |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1M | Buy |
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|
2019
Q4 | $842K | Buy |
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|
2019
Q3 | $739K | Hold |
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|
2019
Q2 | $759K | Buy |
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|
2019
Q1 | $669K | Hold |
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|
2018
Q4 | $565K | Buy |
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