MSWM
Mader & Shannon Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-27,402
| Closed | -$6.41M | – | 26 |
|
|
2021
Q2 | $6.41M | Buy |
27,402
+288
| +1% | +$67.3K | 3.3% | 14 |
|
|
2021
Q1 | $5.74M | Buy |
27,114
+18,484
| +214% | +$3.91M | 3.36% | 13 |
|
|
2020
Q4 | $1.89M | Buy |
+8,630
| New | +$1.89M | 1.25% | 21 |
|
|
2020
Q1 | – | Sell |
-6,860
| Closed | -$1.29M | – | 22 |
|
|
2019
Q4 | $1.29M | Buy |
6,860
+435
| +7% | +$81.7K | 1.04% | 16 |
|
|
2019
Q3 | $1.11M | Buy |
+6,425
| New | +$1.11M | 0.88% | 20 |
|
|
2015
Q3 | – | Sell |
-75,456
| Closed | -$5.07M | – | 15 |
|
|
2015
Q2 | $5.07M | Buy |
75,456
+5,998
| +9% | +$403K | 5.79% | 7 |
|
|
2015
Q1 | $4.54M | Buy |
+69,458
| New | +$4.54M | 3.05% | 15 |
|