Mid Atlantic Financial Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.31M | Sell |
28,318
-182
| -0.6% | -$40.5K | 0.42% | 45 |
|
|
2021
Q2 | $6.66M | Buy |
28,500
+2,367
| +9% | +$553K | 0.45% | 40 |
|
|
2021
Q1 | $5.53M | Buy |
26,133
+971
| +4% | +$206K | 0.4% | 51 |
|
|
2020
Q4 | $5.5M | Buy |
25,162
+2,437
| +11% | +$533K | 0.42% | 50 |
|
|
2020
Q3 | $4.83M | Buy |
22,725
+1,592
| +8% | +$339K | 0.42% | 49 |
|
|
2020
Q2 | $4.08M | Sell |
21,133
-1,532
| -7% | -$296K | 0.39% | 53 |
|
|
2020
Q1 | $3.65M | Buy |
22,665
+489
| +2% | +$78.8K | 0.42% | 50 |
|
|
2019
Q4 | $4.17M | Buy |
22,176
+1,908
| +9% | +$359K | 0.39% | 57 |
|
|
2019
Q3 | $3.49M | Sell |
20,268
-864
| -4% | -$149K | 0.37% | 58 |
|
|
2019
Q2 | $3.67M | Buy |
21,132
+42
| +0.2% | +$7.29K | 0.38% | 58 |
|
|
2019
Q1 | $3.29M | Buy |
21,090
+135
| +0.6% | +$21.1K | 0.36% | 56 |
|
|
2018
Q4 | $2.77M | Buy |
+20,955
| New | +$2.77M | 0.34% | 66 |
|