Miles Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $541K | Buy |
3,357
+405
| +14% | +$65.3K | 0.58% | 44 |
|
|
2019
Q4 | $555K | Sell |
2,952
-130
| -4% | -$24.4K | 0.45% | 64 |
|
|
2019
Q3 | $530K | Sell |
3,082
-2
| -0.1% | -$344 | 0.44% | 66 |
|
|
2019
Q2 | $535K | Buy |
3,084
+984
| +47% | +$171K | 0.44% | 65 |
|
|
2019
Q1 | $328K | Sell |
2,100
-294
| -12% | -$45.9K | 0.28% | 91 |
|
|
2018
Q4 | $316K | Buy |
2,394
+70
| +3% | +$9.24K | 0.31% | 89 |
|
|
2018
Q3 | $349K | Buy |
+2,324
| New | +$349K | 0.28% | 97 |
|
|
2016
Q3 | – | Sell |
-4,848
| Closed | -$360K | – | 206 |
|
|
2016
Q2 | $360K | Sell |
4,848
-3,480
| -42% | -$258K | 0.25% | 89 |
|
|
2016
Q1 | $637K | Sell |
8,328
-106
| -1% | -$8.11K | 0.43% | 53 |
|
|
2015
Q4 | $654K | Sell |
8,434
-309
| -4% | -$24K | 0.45% | 58 |
|
|
2015
Q3 | $609K | Sell |
8,743
-188
| -2% | -$13.1K | 0.44% | 60 |
|
|
2015
Q2 | $600K | Sell |
8,931
-717
| -7% | -$48.2K | 0.39% | 65 |
|
|
2015
Q1 | $631K | Sell |
9,648
-7,104
| -42% | -$465K | 0.38% | 67 |
|
|
2014
Q4 | $1.1M | Sell |
16,752
-4,616
| -22% | -$303K | 0.59% | 53 |
|
|
2014
Q3 | $1.14M | Buy |
+21,368
| New | +$1.14M | 0.6% | 49 |
|
|
2014
Q1 | – | Sell |
-16,292
| Closed | -$907K | – | 114 |
|
|
2013
Q4 | $907K | Sell |
16,292
-10,360
| -39% | -$577K | 0.44% | 52 |
|
|
2013
Q3 | $1.27M | Sell |
26,652
-12,416
| -32% | -$594K | 0.73% | 40 |
|
|
2013
Q2 | $1.79M | Buy |
+39,068
| New | +$1.79M | 0.83% | 27 |
|