New England Capital Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Hold |
514
| – | – | 0.08% | 56 |
|
|
2025
Q1 | $180K | Hold |
514
| – | – | 0.09% | 53 |
|
|
2024
Q4 | $162K | Buy |
514
+1
| +0.2% | +$316 | 0.08% | 60 |
|
|
2024
Q3 | $141K | Sell |
513
-9
| -2% | -$2.47K | 0.07% | 62 |
|
|
2024
Q2 | $137K | Buy |
522
+1
| +0.2% | +$262 | 0.08% | 60 |
|
|
2024
Q1 | $145K | Sell |
521
-39
| -7% | -$10.9K | 0.08% | 57 |
|
|
2023
Q4 | $146K | Buy |
560
+1
| +0.2% | +$260 | 0.09% | 61 |
|
|
2023
Q3 | $129K | Buy |
559
+18
| +3% | +$4.14K | 0.09% | 60 |
|
|
2023
Q2 | $128K | Buy |
541
+1
| +0.2% | +$237 | 0.08% | 63 |
|
|
2023
Q1 | $122K | Buy |
540
+24
| +5% | +$5.41K | 0.09% | 65 |
|
|
2022
Q4 | $116K | Buy |
+516
| New | +$116K | 0.08% | 70 |
|