NIA Impact Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $403K | Sell |
1,136
-164
| -13% | -$58.2K | 0.14% | 81 |
|
2025
Q1 | $456K | Hold |
1,300
| – | – | 0.17% | 80 |
|
2024
Q4 | $411K | Hold |
1,300
| – | – | 0.13% | 90 |
|
2024
Q3 | $357K | Sell |
1,300
-100
| -7% | -$27.5K | 0.12% | 91 |
|
2024
Q2 | $367K | Sell |
1,400
-239
| -15% | -$62.7K | 0.13% | 85 |
|
2024
Q1 | $457K | Buy |
+1,639
| New | +$457K | 0.18% | 73 |
|