Marcus Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.09M | Buy |
13,905
+50
| +0.4% | +$7.5K | 6.08% | 2 |
|
|
2018
Q2 | $1.84M | Buy |
13,855
+275
| +2% | +$36.4K | 5.83% | 3 |
|
|
2018
Q1 | $1.62M | Buy |
13,580
+325
| +2% | +$38.9K | 5.98% | 2 |
|
|
2017
Q4 | $1.51M | Sell |
13,255
-19,425
| -59% | -$2.21M | 5.78% | 3 |
|
|
2017
Q3 | $3.44M | Sell |
32,680
-19,920
| -38% | -$2.1M | 4.89% | 2 |
|
|
2017
Q2 | $4.93M | Buy |
52,600
+150
| +0.3% | +$14.1K | 4.22% | 3 |
|
|
2017
Q1 | $4.66M | Sell |
52,450
-50
| -0.1% | -$4.44K | 4.35% | 2 |
|
|
2016
Q4 | $4.1M | Buy |
52,500
+2,200
| +4% | +$172K | 4.41% | 2 |
|
|
2016
Q3 | $4.16M | Sell |
50,300
-100
| -0.2% | -$8.27K | 4% | 4 |
|
|
2016
Q2 | $3.74M | Sell |
50,400
-100
| -0.2% | -$7.42K | 3.94% | 3 |
|
|
2016
Q1 | $3.86M | Hold |
50,500
| – | – | 4.25% | 3 |
|
|
2015
Q4 | $3.92M | Buy |
+50,500
| New | +$3.92M | 4.16% | 5 |
|