Novak Financial Planning’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$252K Hold
1,076
0.12% 108
2021
Q1
$228K Buy
1,076
+31
+3% +$6.57K 0.13% 109
2020
Q4
$229K Buy
+1,045
New +$229K 0.13% 104