MWA
Monograph Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,012
| Closed | -$791K | – | 117 |
|
|
2024
Q2 | $791K | Hold |
3,012
| – | – | 0.12% | 50 |
|
|
2024
Q1 | $841K | Sell |
3,012
-1,680
| -36% | -$469K | 0.12% | 68 |
|
|
2023
Q4 | $1.22M | Buy |
4,692
+180
| +4% | +$46.9K | 0.22% | 35 |
|
|
2023
Q3 | $1.04M | Buy |
+4,512
| New | +$1.04M | 0.21% | 44 |
|