Peterson Wealth Management’s Visa V Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,487
Closed -$674K 47
2020
Q2
$674K Sell
3,487
-1,712
-33% -$331K 0.67% 27
2020
Q1
$838K Sell
5,199
-652
-11% -$105K 1.02% 26
2019
Q4
$1.15M Buy
+5,851
New +$1.15M 1.04% 26