Macroview Investment Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25
| Closed | -$6.56K | – | 651 |
|
|
2024
Q2 | $6.56K | Buy |
25
+12
| +92% | +$3.29K | 0.01% | 336 |
|
|
2024
Q1 | $3.66K | Hold |
13
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $3.41K | Sell |
13
-278
| -96% | -$68.5K | ﹤0.01% | 441 |
|
|
2023
Q3 | $66.9K | Buy |
291
+265
| +1,019% | +$63.7K | 0.09% | 101 |
|
|
2023
Q2 | $6.24K | Buy |
26
+1
| +4% | +$229 | 0.01% | 316 |
|
|
2023
Q1 | $5.69K | Hold |
25
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $5.23K | Hold |
25
| – | – | 0.01% | 313 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $5K | Hold |
25
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $6K | Sell |
25
-200
| -89% | -$43.3K | 0.01% | 300 |
|
|
2021
Q4 | $49K | Buy |
+225
| New | +$48.3K | 0.06% | 95 |
|
|
2021
Q3 | – | Sell |
-20
| Closed | -$5K | – | 474 |
|
|
2021
Q2 | $5K | Buy |
+20
| New | +$4.57K | 0.01% | 247 |
|
|
2019
Q2 | – | Sell |
-45
| Closed | -$7K | – | 369 |
|
|
2019
Q1 | $7K | Sell |
45
-33
| -42% | -$4.76K | 0.02% | 167 |
|
|
2018
Q4 | $10K | Hold |
78
| – | – | 0.03% | 133 |
|
|
2018
Q3 | $12K | Buy |
78
+45
| +136% | +$6.4K | 0.04% | 124 |
|
|
2018
Q2 | $4K | Hold |
33
| – | – | 0.01% | 166 |
|
|
2018
Q1 | $4K | Buy |
+33
| New | +$4K | 0.01% | 151 |
|
|
2017
Q3 | – | Sell |
-54
| Closed | -$5K | – | 197 |
|
|
2017
Q2 | $5K | Buy |
+54
| New | +$5.01K | 0.03% | 146 |
|
|
2017
Q1 | – | Sell |
-30
| Closed | -$2K | – | 126 |
|
|
2016
Q4 | $2K | Hold |
30
| – | – | 0.01% | 99 |
|
|
2016
Q3 | $2K | Hold |
30
| – | – | 0.01% | 95 |
|
|
2016
Q2 | $2K | Hold |
30
| – | – | 0.01% | 81 |
|
|
2016
Q1 | $2K | Hold |
30
| – | – | 0.01% | 82 |
|
|
2015
Q4 | $2K | Hold |
30
| – | – | 0.01% | 93 |
|
|
2015
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 97 |
|
|
2015
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 99 |
|
|
2015
Q1 | $2K | Buy |
+30
| New | +$1.98K | ﹤0.01% | 124 |
|
|
2014
Q2 | – | Sell |
-92
| Closed | -$5K | – | 264 |
|
|
2014
Q1 | $5K | Buy |
+92
| New | +$5.11K | 0.01% | 161 |
|