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Optimize Financial’s Visa V Stock Holding History

Optimize Financial’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$378K Sell
1,064
-6
-0.6% -$2.13K 0.23% 128
2025
Q1 		$375K Sell
1,070
-123
-10% -$43.1K 0.27% 126
2024
Q4 		$377K Buy
+1,193
New +$377K 0.28% 102