Monumental Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.18M | Sell |
4,303
-549
| -11% | -$151K | 0.44% | 21 |
|
|
2024
Q2 | $1.27M | Sell |
4,852
-484
| -9% | -$127K | 0.56% | 21 |
|
|
2024
Q1 | $1.49M | Sell |
5,336
-167
| -3% | -$46.6K | 0.79% | 19 |
|
|
2023
Q4 | $1.43M | Sell |
5,503
-112
| -2% | -$29.2K | 0.85% | 19 |
|
|
2023
Q3 | $1.29M | Buy |
5,615
+198
| +4% | +$45.5K | 0.86% | 21 |
|
|
2023
Q2 | $1.29M | Sell |
5,417
-195
| -3% | -$46.3K | 0.87% | 21 |
|
|
2023
Q1 | $1.27M | Buy |
5,612
+284
| +5% | +$64K | 0.91% | 21 |
|
|
2022
Q4 | $1.11M | Buy |
+5,328
| New | +$1.11M | 0.89% | 25 |
|
|
2022
Q2 | – | Sell |
-160
| Closed | -$35K | – | 63 |
|
|
2022
Q1 | $35K | Buy |
+160
| New | +$35K | 0.03% | 35 |
|
|
2021
Q3 | – | Sell |
-41
| Closed | -$10K | – | 88 |
|
|
2021
Q2 | $10K | Sell |
41
-2,982
| -99% | -$727K | 0.01% | 81 |
|
|
2021
Q1 | $640K | Buy |
+3,023
| New | +$640K | 0.61% | 31 |
|