OAM
Optimal Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.45M | Hold |
11,000
| – | – | 0.31% | 116 |
|
|
2021
Q2 | $2.57M | Hold |
11,000
| – | – | 0.3% | 121 |
|
|
2021
Q1 | $2.33M | Buy |
11,000
+6,100
| +124% | +$1.29M | 0.3% | 126 |
|
|
2020
Q4 | $1.07M | Hold |
4,900
| – | – | 0.15% | 225 |
|
|
2020
Q3 | $980K | Buy |
4,900
+1,900
| +63% | +$380K | 0.14% | 230 |
|
|
2020
Q2 | $580K | Sell |
3,000
-9,600
| -76% | -$1.86M | 0.09% | 309 |
|
|
2020
Q1 | $2.03K | Buy |
12,600
+200
| +2% | +$32 | 0.19% | 185 |
|
|
2019
Q4 | $2.33M | Buy |
+12,400
| New | +$2.33M | 0.35% | 91 |
|