Mosaic Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,080
| Closed | -$234K | – | 55 |
|
|
2021
Q4 | $234K | Buy |
+1,080
| New | +$234K | 0.17% | 49 |
|
|
2021
Q3 | – | Sell |
-1,194
| Closed | -$279K | – | 45 |
|
|
2021
Q2 | $279K | Buy |
1,194
+20
| +2% | +$4.67K | 0.18% | 33 |
|
|
2021
Q1 | $249K | Buy |
+1,174
| New | +$249K | 0.21% | 31 |
|