NWS
Newport Wealth Strategies’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,180
| Closed | -$223K | – | 106 |
|
|
2019
Q4 | $223K | Buy |
+1,180
| New | +$223K | 0.16% | 91 |
|
|
2018
Q2 | – | Sell |
-2,527
| Closed | -$302K | – | 97 |
|
|
2018
Q1 | $302K | Buy |
2,527
+4
| +0.2% | +$478 | 0.24% | 69 |
|
|
2017
Q4 | $313K | Buy |
+2,523
| New | +$313K | 0.22% | 76 |
|