PGWM
Pitti Group Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,779
| Closed | -$852K | – | 71 |
|
|
2023
Q1 | $852K | Sell |
3,779
-23
| -0.6% | -$5.19K | 0.95% | 29 |
|
|
2022
Q4 | $790K | Buy |
3,802
+46
| +1% | +$9.56K | 0.94% | 29 |
|
|
2022
Q3 | $667K | Buy |
3,756
+15
| +0.4% | +$2.66K | 0.92% | 28 |
|
|
2022
Q2 | $737K | Sell |
3,741
-24
| -0.6% | -$4.73K | 1.01% | 23 |
|
|
2022
Q1 | $835K | Buy |
3,765
+45
| +1% | +$9.98K | 0.97% | 23 |
|
|
2021
Q4 | $806K | Buy |
+3,720
| New | +$806K | 0.9% | 28 |
|