Peak Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,202
| Closed | -$2.42M | – | 92 |
|
|
2024
Q2 | $2.42M | Buy |
9,202
+227
| +3% | +$59.6K | 1.39% | 34 |
|
|
2024
Q1 | $2.5M | Buy |
+8,975
| New | +$2.5M | 1.53% | 34 |
|
|
2022
Q1 | – | Sell |
-10,070
| Closed | -$2.18M | – | 110 |
|
|
2021
Q4 | $2.18M | Buy |
+10,070
| New | +$2.18M | 1.68% | 24 |
|