MWM
Minot Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $5.2M | Sell |
26,415
-2,672
| -9% | -$526K | 1.34% | 19 |
|
|
2022
Q1 | $6.45M | Sell |
29,087
-2,293
| -7% | -$509K | 1.39% | 21 |
|
|
2021
Q4 | $6.8M | Buy |
31,380
+938
| +3% | +$203K | 1.31% | 22 |
|
|
2021
Q3 | $6.78M | Buy |
30,442
+176
| +0.6% | +$39.2K | 1.47% | 16 |
|
|
2021
Q2 | $7.34M | Buy |
30,266
+1,115
| +4% | +$270K | 1.6% | 13 |
|
|
2021
Q1 | $6.17M | Buy |
29,151
+1,834
| +7% | +$388K | 1.58% | 11 |
|
|
2020
Q4 | $5.98M | Buy |
27,317
+3,669
| +16% | +$803K | 1.78% | 10 |
|
|
2020
Q3 | $4.73M | Buy |
23,648
+2,096
| +10% | +$419K | 1.78% | 11 |
|
|
2020
Q2 | $4.16M | Buy |
21,552
+2,520
| +13% | +$487K | 2.08% | 9 |
|
|
2020
Q1 | $3.07M | Buy |
19,032
+698
| +4% | +$112K | 2.2% | 9 |
|
|
2019
Q4 | $3.81M | Buy |
+18,334
| New | +$3.81M | 1.74% | 13 |
|