Lokken Investment Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,902
| Closed | -$603K | – | 137 |
|
|
2022
Q4 | $603K | Buy |
2,902
+110
| +4% | +$22.9K | 0.48% | 48 |
|
|
2022
Q3 | $496K | Sell |
2,792
-70
| -2% | -$12.4K | 0.43% | 51 |
|
|
2022
Q2 | $563K | Sell |
2,862
-32
| -1% | -$6.3K | 0.46% | 47 |
|
|
2022
Q1 | $617K | Sell |
2,894
-69
| -2% | -$14.7K | 0.49% | 46 |
|
|
2021
Q4 | $642K | Sell |
2,963
-14
| -0.5% | -$3.03K | 0.46% | 45 |
|
|
2021
Q3 | $663K | Buy |
2,977
+16
| +0.5% | +$3.56K | 0.53% | 44 |
|
|
2021
Q2 | $692K | Hold |
2,961
| – | – | 0.56% | 40 |
|
|
2021
Q1 | $627K | Sell |
2,961
-301
| -9% | -$63.7K | 0.55% | 42 |
|
|
2020
Q4 | $713K | Buy |
+3,262
| New | +$713K | 0.65% | 34 |
|