LFA
Level Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48
| Closed | -$12.5K | – | 248 |
|
|
2023
Q4 | $12.5K | Hold |
48
| – | – | 0.01% | 181 |
|
|
2023
Q3 | $11K | Hold |
48
| – | – | 0.01% | 184 |
|
|
2023
Q2 | $11.4K | Buy |
+48
| New | +$11.4K | 0.01% | 183 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$2K | – | 295 |
|
|
2022
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 231 |
|
|
2022
Q3 | – | Sell |
-7
| Closed | -$1K | – | 343 |
|
|
2022
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 289 |
|