Newfound Research’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $78K | Sell |
437
-47
| -10% | -$8.39K | 0.19% | 63 |
|
|
2022
Q2 | $95K | Sell |
484
-233
| -32% | -$45.7K | 0.2% | 48 |
|
|
2022
Q1 | $159K | Buy |
717
+54
| +8% | +$12K | 0.21% | 30 |
|
|
2021
Q4 | $144K | Buy |
663
+166
| +33% | +$36.1K | 0.17% | 56 |
|
|
2021
Q3 | $111K | Buy |
497
+112
| +29% | +$25K | 0.18% | 48 |
|
|
2021
Q2 | $90K | Buy |
385
+17
| +5% | +$3.97K | 0.18% | 38 |
|
|
2021
Q1 | $78K | Sell |
368
-199
| -35% | -$42.2K | 0.18% | 54 |
|
|
2020
Q4 | $124K | Buy |
567
+414
| +271% | +$90.5K | 0.32% | 44 |
|
|
2020
Q3 | $31K | Buy |
+153
| New | +$31K | 0.09% | 81 |
|