Ocean Endowment Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $198K | Hold |
1,242
| – | – | 0.96% | 8 |
|
|
2021
Q2 | $198K | Buy |
1,242
+92
| +8% | +$14.7K | 0.95% | 9 |
|
|
2021
Q1 | $220K | Sell |
1,150
-38
| -3% | -$7.27K | 0.89% | 9 |
|
|
2020
Q4 | $227K | Buy |
1,188
+102
| +9% | +$19.5K | 0.74% | 10 |
|
|
2020
Q3 | $207K | Buy |
1,086
+37
| +4% | +$7.05K | 0.33% | 11 |
|
|
2020
Q2 | $200K | Buy |
+1,049
| New | +$200K | 0.31% | 10 |
|