PagnatoKarp Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,325
| Closed | -$1.34M | – | 135 |
|
|
2020
Q1 | $1.34M | Buy |
8,325
+537
| +7% | +$86.5K | 0.33% | 48 |
|
|
2019
Q4 | $1.46M | Sell |
7,788
-424
| -5% | -$79.7K | 0.25% | 48 |
|
|
2019
Q3 | $1.41M | Sell |
8,212
-355
| -4% | -$61.1K | 0.28% | 51 |
|
|
2019
Q2 | $1.49M | Buy |
8,567
+4,781
| +126% | +$830K | 0.32% | 43 |
|
|
2019
Q1 | $591K | Buy |
3,786
+1,547
| +69% | +$241K | 0.13% | 88 |
|
|
2018
Q4 | $295K | Buy |
2,239
+278
| +14% | +$36.6K | 0.06% | 112 |
|
|
2018
Q3 | $294K | Buy |
1,961
+286
| +17% | +$42.9K | 0.09% | 127 |
|
|
2018
Q2 | $222K | Sell |
1,675
-271
| -14% | -$35.9K | 0.07% | 135 |
|
|
2018
Q1 | $233K | Sell |
1,946
-2,802
| -59% | -$335K | 0.1% | 114 |
|
|
2017
Q4 | $541K | Buy |
4,748
+2,800
| +144% | +$319K | 0.16% | 83 |
|
|
2017
Q3 | $205K | Buy |
+1,948
| New | +$205K | 0.05% | 130 |
|