PWM
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Partnership Wealth Management’s Visa V Stock Holding History

Partnership Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-44
Closed -$12.1K – 178
2024
Q3 		$12.1K Hold
44
– – 0.01% 161
2024
Q2 		$11.5K Hold
44
– – 0.01% 189
2024
Q1 		$12.3K Hold
44
– – 0.01% 188
2023
Q4 		$12K Buy
+44
New +$12K 0.01% 188