Palo Capital’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-5,255
| Closed | -$366K | – | 149 |
|
|
2015
Q3 | $366K | Buy |
5,255
+745
| +17% | +$51.9K | 0.32% | 101 |
|
|
2015
Q2 | $303K | Sell |
4,510
-2,970
| -40% | -$200K | 0.24% | 107 |
|
|
2015
Q1 | $489K | Buy |
7,480
+3,300
| +79% | +$216K | 0.4% | 93 |
|
|
2014
Q4 | $274K | Buy |
+4,180
| New | +$274K | 0.23% | 100 |
|