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Planning Alternatives’s Visa V Stock Holding History

Planning Alternatives’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$459K Sell
1,292
-21
-2% -$7.46K 0.06% 52
2025
Q1 		$460K Buy
1,313
+633
+93% +$222K 0.07% 47
2024
Q4 		$215K Buy
+680
New +$215K 0.03% 58