Pinnacle Advisory Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $566K | Buy |
2,671
+1,162
| +77% | +$246K | 0.03% | 149 |
|
|
2020
Q4 | $330K | Hold |
1,509
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $302K | Sell |
1,509
-1
| -0.1% | -$200 | 0.02% | 144 |
|
|
2020
Q2 | $292K | Hold |
1,510
| – | – | 0.02% | 145 |
|
|
2020
Q1 | $243K | Sell |
1,510
-209
| -12% | -$33.6K | 0.02% | 141 |
|
|
2019
Q4 | $323K | Sell |
1,719
-39
| -2% | -$7.33K | 0.02% | 137 |
|
|
2019
Q3 | $302K | Buy |
+1,758
| New | +$302K | 0.02% | 136 |
|