PRWA
Platte River Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $320K | Hold |
1,165
| – | – | 0.09% | 79 |
|
|
2024
Q2 | $306K | Sell |
1,165
-325
| -22% | -$85.3K | 0.09% | 80 |
|
|
2024
Q1 | $416K | Hold |
1,490
| – | – | 0.12% | 70 |
|
|
2023
Q4 | $388K | Sell |
1,490
-78
| -5% | -$20.3K | 0.13% | 75 |
|
|
2023
Q3 | $361K | Buy |
1,568
+78
| +5% | +$17.9K | 0.13% | 72 |
|
|
2023
Q2 | $354K | Buy |
1,490
+325
| +28% | +$77.2K | 0.12% | 74 |
|
|
2023
Q1 | $263K | Hold |
1,165
| – | – | 0.1% | 79 |
|
|
2022
Q4 | $242K | Sell |
1,165
-70
| -6% | -$14.5K | 0.1% | 82 |
|
|
2022
Q3 | $219K | Hold |
1,235
| – | – | 0.1% | 82 |
|
|
2022
Q2 | $243K | Hold |
1,235
| – | – | 0.11% | 78 |
|
|
2022
Q1 | $274K | Hold |
1,235
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $265K | Sell |
1,235
-750
| -38% | -$161K | 0.09% | 77 |
|
|
2021
Q3 | $442K | Buy |
1,985
+85
| +4% | +$18.9K | 0.16% | 67 |
|
|
2021
Q2 | $444K | Hold |
1,900
| – | – | 0.17% | 69 |
|
|
2021
Q1 | $419K | Hold |
1,900
| – | – | 0.17% | 67 |
|
|
2020
Q4 | $390K | Buy |
1,900
+150
| +9% | +$30.8K | 0.17% | 72 |
|
|
2020
Q3 | $350K | Hold |
1,750
| – | – | 0.18% | 69 |
|
|
2020
Q2 | $346K | Buy |
+1,750
| New | +$346K | 0.19% | 74 |
|
|
2019
Q4 | $293K | Buy |
+1,474
| New | +$293K | 0.15% | 106 |
|