LFA
Lighthouse Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.83M | Buy |
13,345
+1,620
| +14% | +$343K | 0.86% | 34 |
|
|
2020
Q4 | $2.56M | Buy |
11,725
+1,045
| +10% | +$229K | 0.87% | 40 |
|
|
2020
Q3 | $2.14M | Buy |
10,680
+434
| +4% | +$86.8K | 0.81% | 40 |
|
|
2020
Q2 | $1.96M | Buy |
10,246
+1,624
| +19% | +$311K | 0.83% | 41 |
|
|
2020
Q1 | $1.39M | Sell |
8,622
-281
| -3% | -$45.3K | 0.85% | 42 |
|
|
2019
Q4 | $1.67M | Buy |
+8,903
| New | +$1.67M | 0.79% | 43 |
|