Life Planning Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-274
| Closed | -$71.3K | – | 233 |
|
|
2023
Q4 | $71.3K | Buy |
+274
| New | +$71.3K | 0.07% | 90 |
|
|
2022
Q3 | $43.3K | Hold |
244
| – | – | 0.05% | 93 |
|
|
2022
Q2 | $48K | Hold |
244
| – | – | 0.05% | 90 |
|
|
2022
Q1 | $54K | Hold |
244
| – | – | 0.06% | 85 |
|
|
2021
Q4 | $53K | Buy |
+244
| New | +$53K | 0.05% | 87 |
|