MWM
McNaughton Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,360
| Closed | -$295K | – | 53 |
|
|
2021
Q4 | $295K | Buy |
1,360
+33
| +2% | +$7.16K | 0.19% | 46 |
|
|
2021
Q3 | $296K | Buy |
1,327
+75
| +6% | +$16.7K | 0.21% | 43 |
|
|
2021
Q2 | $293K | Buy |
1,252
+270
| +27% | +$63.2K | 0.21% | 45 |
|
|
2021
Q1 | $208K | Buy |
+982
| New | +$208K | 0.16% | 47 |
|