PFA
Paradigm Financial Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.9M | Sell |
13,396
-709
| -5% | -$154K | 0.64% | 42 |
|
|
2021
Q3 | $3.14M | Buy |
14,105
+214
| +2% | +$47.7K | 0.72% | 37 |
|
|
2021
Q2 | $3.25M | Sell |
13,891
-310
| -2% | -$72.5K | 0.72% | 40 |
|
|
2021
Q1 | $3.01M | Sell |
14,201
-1,182
| -8% | -$250K | 0.73% | 39 |
|
|
2020
Q4 | $3.37M | Sell |
15,383
-3,216
| -17% | -$703K | 0.91% | 31 |
|
|
2020
Q3 | $3.72M | Sell |
18,599
-2,574
| -12% | -$515K | 1.06% | 25 |
|
|
2020
Q2 | $4.09M | Sell |
21,173
-444
| -2% | -$85.8K | 1.3% | 25 |
|
|
2020
Q1 | $3.48M | Sell |
21,617
-996
| -4% | -$160K | 1.29% | 24 |
|
|
2019
Q4 | $4.25M | Buy |
22,613
+145
| +0.6% | +$27.2K | 1.46% | 20 |
|
|
2019
Q3 | $3.87M | Sell |
22,468
-5,119
| -19% | -$881K | 1.51% | 20 |
|
|
2019
Q2 | $4.79M | Sell |
27,587
-256
| -0.9% | -$44.4K | 1.76% | 14 |
|
|
2019
Q1 | $4.35M | Sell |
27,843
-677
| -2% | -$106K | 1.65% | 19 |
|
|
2018
Q4 | $3.76M | Buy |
28,520
+1,467
| +5% | +$194K | 1.68% | 19 |
|
|
2018
Q3 | $4.06M | Buy |
27,053
+277
| +1% | +$41.6K | 1.59% | 19 |
|
|
2018
Q2 | $3.55M | Sell |
26,776
-315
| -1% | -$41.7K | 1.51% | 21 |
|
|
2018
Q1 | $3.24M | Buy |
27,091
+1,363
| +5% | +$163K | 1.41% | 24 |
|
|
2017
Q4 | $2.93M | Buy |
25,728
+821
| +3% | +$93.6K | 1.33% | 27 |
|
|
2017
Q3 | $2.62M | Buy |
24,907
+300
| +1% | +$31.6K | 1.27% | 29 |
|
|
2017
Q2 | $2.31M | Buy |
24,607
+719
| +3% | +$67.4K | 1.17% | 28 |
|
|
2017
Q1 | $2.12M | Buy |
23,888
+1,836
| +8% | +$163K | 1.09% | 30 |
|
|
2016
Q4 | $1.72M | Buy |
22,052
+3,466
| +19% | +$270K | 0.94% | 32 |
|
|
2016
Q3 | $1.54M | Buy |
18,586
+50
| +0.3% | +$4.14K | 0.92% | 34 |
|
|
2016
Q2 | $1.37M | Buy |
18,536
+1,760
| +10% | +$130K | 0.83% | 35 |
|
|
2016
Q1 | $1.28M | Buy |
16,776
+10,004
| +148% | +$765K | 0.5% | 35 |
|
|
2015
Q4 | $525K | Buy |
6,772
+1,200
| +22% | +$93K | 0.33% | 55 |
|
|
2015
Q3 | $388K | Buy |
5,572
+1,900
| +52% | +$132K | 0.26% | 64 |
|
|
2015
Q2 | $246K | Hold |
3,672
| – | – | 0.19% | 80 |
|
|
2015
Q1 | $240K | Buy |
3,672
+2,754
| +300% | +$180K | 0.19% | 79 |
|
|
2014
Q4 | $240K | Buy |
+918
| New | +$240K | 0.2% | 76 |
|
|
2014
Q3 | – | Sell |
-968
| Closed | -$203K | – | 82 |
|
|
2014
Q2 | $203K | Sell |
968
-112
| -10% | -$23.5K | 0.17% | 77 |
|
|
2014
Q1 | $233K | Sell |
1,080
-230
| -18% | -$49.6K | 0.21% | 71 |
|
|
2013
Q4 | $292K | Buy |
+1,310
| New | +$292K | 0.29% | 62 |
|