PWA
Providence Wealth Advisors’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-788
| Closed | -$224K | – | 84 |
|
2024
Q3 | $224K | Buy |
+788
| New | +$224K | 0.17% | 75 |
|
2024
Q2 | – | Sell |
-758
| Closed | -$211K | – | 83 |
|
2024
Q1 | $211K | Sell |
758
-1,993
| -72% | -$554K | 0.18% | 74 |
|
2023
Q4 | $214K | Buy |
+2,751
| New | +$214K | 0.19% | 72 |
|