Personal Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-220
| Closed | -$51K | – | 378 |
|
|
2021
Q2 | $51K | Buy |
+220
| New | +$51K | 0.02% | 152 |
|
|
2020
Q1 | – | Sell |
-205
| Closed | -$39K | – | 585 |
|
|
2019
Q4 | $39K | Hold |
205
| – | – | 0.02% | 157 |
|
|
2019
Q3 | $35K | Buy |
205
+31
| +18% | +$5.29K | 0.02% | 163 |
|
|
2019
Q2 | $30K | Buy |
+174
| New | +$30K | 0.01% | 155 |
|