NewFocus Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.2M | Buy |
10,051
+654
| +7% | +$143K | 0.65% | 44 |
|
|
2020
Q3 | $1.88M | Buy |
9,397
+2,451
| +35% | +$490K | 0.63% | 45 |
|
|
2020
Q2 | $1.34M | Buy |
6,946
+5,344
| +334% | +$1.03M | 0.48% | 49 |
|
|
2020
Q1 | $258K | Hold |
1,602
| – | – | 0.12% | 85 |
|
|
2019
Q4 | $301K | Hold |
1,602
| – | – | 0.12% | 89 |
|
|
2019
Q3 | $276K | Buy |
1,602
+137
| +9% | +$23.6K | 0.12% | 88 |
|
|
2019
Q2 | $254K | Buy |
+1,465
| New | +$254K | 0.12% | 84 |
|
|
2018
Q4 | – | Sell |
-1,392
| Closed | -$209K | – | 90 |
|
|
2018
Q3 | $209K | Buy |
+1,392
| New | +$209K | 0.11% | 73 |
|
|
2018
Q1 | – | Sell |
-1,842
| Closed | -$210K | – | 76 |
|
|
2017
Q4 | $210K | Buy |
+1,842
| New | +$210K | 0.13% | 70 |
|