Lourd Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $907K | Buy |
5,228
+1,644
| +46% | +$285K | 0.08% | 44 |
|
|
2019
Q1 | $560K | Sell |
3,584
-3,127
| -47% | -$489K | 0.05% | 55 |
|
|
2018
Q4 | $885K | Buy |
6,711
+97
| +1% | +$12.8K | 0.07% | 66 |
|
|
2018
Q3 | $993K | Buy |
+6,614
| New | +$993K | 0.06% | 64 |
|
|
2018
Q1 | – | Sell |
-6,887
| Closed | -$785K | – | 324 |
|
|
2017
Q4 | $785K | Buy |
6,887
+1,511
| +28% | +$172K | 0.05% | 91 |
|
|
2017
Q3 | $566K | Buy |
5,376
+11
| +0.2% | +$1.16K | 0.05% | 57 |
|
|
2017
Q2 | $503K | Buy |
5,365
+457
| +9% | +$42.8K | 0.05% | 58 |
|
|
2017
Q1 | $436K | Buy |
4,908
+2,092
| +74% | +$186K | 0.04% | 65 |
|
|
2016
Q4 | $220K | Buy |
2,816
+263
| +10% | +$20.5K | 0.02% | 90 |
|
|
2016
Q3 | $211K | Sell |
2,553
-776
| -23% | -$64.1K | 0.02% | 89 |
|
|
2016
Q2 | $247K | Buy |
3,329
+116
| +4% | +$8.61K | 0.07% | 96 |
|
|
2016
Q1 | $246K | Buy |
+3,213
| New | +$246K | 0.03% | 103 |
|