Mosaic Family Wealth’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $327K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $330K | Buy |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $465K | Sell |
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|
2019
Q3 | $784K | Sell |
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|
2019
Q2 | $797K | Buy |
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|
2019
Q1 | $700K | Buy |
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|
2018
Q4 | $591K | Hold |
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|
2018
Q3 | $625K | Buy |
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|
2018
Q2 | $517K | Buy |
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|
2018
Q1 | $380K | Sell |
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|
2017
Q4 | $454K | Sell |
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|
2017
Q3 | $833K | Buy |
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|
2017
Q2 | $660K | Sell |
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|
2017
Q1 | $936K | Buy |
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|
2016
Q4 | $547K | Buy |
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|
2016
Q3 | $256K | Buy |
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|
2016
Q2 | $206K | Sell |
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|
2016
Q1 | $219K | Sell |
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|
2015
Q4 | $357K | Buy |
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