MGO Private Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,643
| Closed | -$694K | – | 77 |
|
|
2024
Q2 | $694K | Hold |
2,643
| – | – | 0.44% | 40 |
|
|
2024
Q1 | $738K | Buy |
2,643
+954
| +56% | +$266K | 0.46% | 35 |
|
|
2023
Q4 | $440K | Hold |
1,689
| – | – | 0.3% | 44 |
|
|
2023
Q3 | $388K | Buy |
1,689
+136
| +9% | +$31.3K | 0.29% | 47 |
|
|
2023
Q2 | $369K | Hold |
1,553
| – | – | 0.28% | 49 |
|
|
2023
Q1 | $350K | Sell |
1,553
-418
| -21% | -$94.2K | 0.27% | 53 |
|
|
2022
Q4 | $410K | Sell |
1,971
-26
| -1% | -$5.4K | 0.19% | 80 |
|
|
2022
Q3 | $355K | Buy |
+1,997
| New | +$355K | 0.17% | 86 |
|