NewFocus Financial Group’s Visa V Stock Holding History

NewFocus Financial Group’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$2.2M	Buy
2020 Q3	$1.88M	Buy
2020 Q2	$1.34M	Buy
2020 Q1	$258K	Hold
2019 Q4	$301K	Hold
2019 Q3	$276K	Buy
2019 Q2	$254K	Buy
2018 Q4	–	Sell
2018 Q3	$209K	Buy
2018 Q1	–	Sell
2017 Q4	$210K	Buy