New England Private Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,263
| Closed | -$218K | – | 157 |
|
|
2019
Q3 | $218K | Buy |
1,263
+33
| +3% | +$5.7K | 0.05% | 146 |
|
|
2019
Q2 | $214K | Buy |
+1,230
| New | +$214K | 0.05% | 149 |
|
|
2018
Q4 | – | Sell |
-2,522
| Closed | -$378K | – | 162 |
|
|
2018
Q3 | $378K | Buy |
2,522
+2
| +0.1% | +$300 | 0.1% | 103 |
|
|
2018
Q2 | $333K | Sell |
2,520
-2
| -0.1% | -$264 | 0.09% | 105 |
|
|
2018
Q1 | $302K | Buy |
2,522
+3
| +0.1% | +$359 | 0.09% | 112 |
|
|
2017
Q4 | $287K | Buy |
+2,519
| New | +$287K | 0.08% | 112 |
|