NWM
NEIRG Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,192
| Closed | -$521K | – | 113 |
|
|
2023
Q2 | $521K | Sell |
2,192
-1
| -0% | -$237 | 0.1% | 97 |
|
|
2023
Q1 | $494K | Buy |
2,193
+114
| +5% | +$25.7K | 0.09% | 103 |
|
|
2022
Q4 | $432K | Buy |
2,079
+63
| +3% | +$13.1K | 0.08% | 114 |
|
|
2022
Q3 | $358K | Sell |
2,016
-635
| -24% | -$113K | 0.07% | 114 |
|
|
2022
Q2 | $522K | Sell |
2,651
-94
| -3% | -$18.5K | 0.11% | 101 |
|
|
2022
Q1 | $609K | Buy |
2,745
+149
| +6% | +$33.1K | 0.12% | 94 |
|
|
2021
Q4 | $563K | Buy |
+2,596
| New | +$563K | 0.11% | 82 |
|