Peterson Financial Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $26.4K | Buy |
+96
| New | +$26.4K | 0.1% | 134 |
|
|
2023
Q1 | – | Sell |
-5,343
| Closed | -$1.11M | – | 72 |
|
|
2022
Q4 | $1.11M | Sell |
5,343
-3,027
| -36% | -$629K | 1.47% | 27 |
|
|
2022
Q3 | $1.49M | Sell |
8,370
-105
| -1% | -$18.7K | 1.45% | 26 |
|
|
2022
Q2 | $1.67M | Buy |
8,475
+600
| +8% | +$118K | 1.57% | 28 |
|
|
2022
Q1 | $1.75M | Buy |
7,875
+509
| +7% | +$113K | 1.45% | 25 |
|
|
2021
Q4 | $1.6M | Buy |
+7,366
| New | +$1.6M | 1.3% | 29 |
|