Patriot Wealth Management’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $5.44M | Sell |
41,246
-837
| -2% | -$110K | 0.8% | 47 |
|
|
2018
Q3 | $6.32M | Buy |
42,083
+864
| +2% | +$130K | 0.8% | 50 |
|
|
2018
Q2 | $5.46M | Buy |
41,219
+886
| +2% | +$117K | 0.75% | 48 |
|
|
2018
Q1 | $4.83M | Buy |
40,333
+1,062
| +3% | +$127K | 0.69% | 53 |
|
|
2017
Q4 | $4.48M | Buy |
39,271
+617
| +2% | +$70.4K | 0.63% | 57 |
|
|
2017
Q3 | $4.07M | Sell |
38,654
-31,570
| -45% | -$3.32M | 0.66% | 54 |
|
|
2017
Q2 | $6.59M | Buy |
70,224
+2,554
| +4% | +$240K | 1.1% | 35 |
|
|
2017
Q1 | $6.01M | Buy |
67,670
+997
| +1% | +$88.6K | 0.96% | 39 |
|
|
2016
Q4 | $5.2M | Buy |
66,673
+494
| +0.7% | +$38.5K | 0.98% | 42 |
|
|
2016
Q3 | $5.47M | Sell |
66,179
-1,909
| -3% | -$158K | 1.06% | 37 |
|
|
2016
Q2 | $5.05M | Buy |
68,088
+1,533
| +2% | +$114K | 1% | 44 |
|
|
2016
Q1 | $5.09M | Buy |
66,555
+901
| +1% | +$68.9K | 1.03% | 39 |
|
|
2015
Q4 | $5.09M | Buy |
65,654
+204
| +0.3% | +$15.8K | 1.05% | 33 |
|
|
2015
Q3 | $4.56M | Buy |
65,450
+1,909
| +3% | +$133K | 1.05% | 38 |
|
|
2015
Q2 | $4.27M | Buy |
63,541
+690
| +1% | +$46.3K | 0.95% | 46 |
|
|
2015
Q1 | $4.11M | Buy |
+62,851
| New | +$4.11M | 0.91% | 46 |
|