Newman & Schimel’s Visa V Stock Holding History

Newman & Schimel’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
2022 Q4	$414K	Buy
2022 Q2	–	Sell
2022 Q1	$225K	Hold
2021 Q4	$219K	Hold
2021 Q3	$226K	Hold
2021 Q2	$237K	Hold
2021 Q1	$214K	Hold
2020 Q4	$221K	Buy