Phocas Financial Corp’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-238
| Closed | -$49.4K | – | 308 |
|
|
2022
Q4 | $49.4K | Buy |
+238
| New | +$49.4K | 0.01% | 242 |
|
|
2020
Q4 | – | Hold |
0
| – | -$234K | – | 206 |
|
|
2020
Q3 | – | Sell |
-1,172
| Closed | -$226K | – | 181 |
|
|
2020
Q2 | $226K | Buy |
+1,172
| New | +$226K | 0.04% | 184 |
|
|
2020
Q1 | – | Hold |
0
| – | -$220K | – | 209 |
|
|
2019
Q4 | – | Sell |
-1,172
| Closed | -$201K | – | 189 |
|
|
2019
Q3 | $201K | Hold |
1,172
| – | – | 0.02% | 191 |
|
|
2019
Q2 | $203K | Buy |
+1,172
| New | +$203K | 0.02% | 188 |
|
|
2019
Q1 | – | Sell |
-172
| Closed | -$23K | – | 314 |
|
|
2018
Q4 | $23K | Buy |
+172
| New | +$23K | ﹤0.01% | 268 |
|
|
2013
Q3 | – | Sell |
-5,200
| Closed | -$238K | – | 245 |
|
|
2013
Q2 | $238K | Buy |
+5,200
| New | +$238K | 0.02% | 230 |
|