MLA
My Legacy Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
7,269
+116
| +2% | +$41.3K | 0.92% | 29 |
|
|
2025
Q1 | $2.51M | Buy |
7,153
+232
| +3% | +$81.3K | 0.97% | 23 |
|
|
2024
Q4 | $2.19M | Sell |
6,921
-229
| -3% | -$72.4K | 0.85% | 33 |
|
|
2024
Q3 | $1.97M | Sell |
7,150
-1,616
| -18% | -$444K | 0.78% | 36 |
|
|
2024
Q2 | $2.3M | Sell |
8,766
-1,145
| -12% | -$301K | 0.74% | 32 |
|
|
2024
Q1 | $2.77M | Buy |
9,911
+292
| +3% | +$81.5K | 0.93% | 24 |
|
|
2023
Q4 | $2.54M | Buy |
9,619
+475
| +5% | +$125K | 0.92% | 22 |
|
|
2023
Q3 | $2.14M | Sell |
9,144
-214
| -2% | -$50K | 0.87% | 26 |
|
|
2023
Q2 | $2.28M | Sell |
9,358
-278
| -3% | -$67.6K | 0.9% | 26 |
|
|
2023
Q1 | $2.18M | Sell |
9,636
-1,011
| -9% | -$229K | 0.94% | 21 |
|
|
2022
Q4 | $2.45M | Buy |
10,647
+215
| +2% | +$49.5K | 1.05% | 17 |
|
|
2022
Q3 | $1.91M | Buy |
10,432
+700
| +7% | +$128K | 0.96% | 16 |
|
|
2022
Q2 | $2M | Buy |
9,732
+754
| +8% | +$155K | 1% | 20 |
|
|
2022
Q1 | $1.99M | Buy |
+8,978
| New | +$1.99M | 0.92% | 21 |
|