Newman & Schimel’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $414K | Buy |
+1,993
| New | +$414K | 0.19% | 32 |
|
|
2022
Q2 | – | Sell |
-1,013
| Closed | -$225K | – | 51 |
|
|
2022
Q1 | $225K | Hold |
1,013
| – | – | 0.15% | 42 |
|
|
2021
Q4 | $219K | Hold |
1,013
| – | – | 0.12% | 46 |
|
|
2021
Q3 | $226K | Hold |
1,013
| – | – | 0.14% | 43 |
|
|
2021
Q2 | $237K | Hold |
1,013
| – | – | 0.15% | 41 |
|
|
2021
Q1 | $214K | Hold |
1,013
| – | – | 0.14% | 45 |
|
|
2020
Q4 | $221K | Buy |
+1,013
| New | +$221K | 0.18% | 42 |
|