QWM
QP Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.2M | Sell |
5,199
-285
| -5% | -$65.6K | 2.09% | 16 |
|
|
2023
Q2 | $1.3M | Sell |
5,484
-469
| -8% | -$111K | 2.07% | 15 |
|
|
2023
Q1 | $1.34M | Sell |
5,953
-1,537
| -21% | -$347K | 2.2% | 13 |
|
|
2022
Q4 | $1.56M | Sell |
7,490
-1,146
| -13% | -$238K | 2.42% | 15 |
|
|
2022
Q3 | $1.56M | Buy |
8,636
+247
| +3% | +$44.5K | 2.24% | 16 |
|
|
2022
Q2 | $1.65M | Sell |
8,389
-70
| -0.8% | -$13.8K | 2.26% | 15 |
|
|
2022
Q1 | $1.88M | Buy |
8,459
+380
| +5% | +$84.3K | 2.1% | 17 |
|
|
2021
Q4 | $1.75M | Sell |
8,079
-1,065
| -12% | -$231K | 1.86% | 19 |
|
|
2021
Q3 | $2.04M | Sell |
9,144
-107
| -1% | -$23.8K | 2.19% | 16 |
|
|
2021
Q2 | $2.16M | Buy |
9,251
+46
| +0.5% | +$10.8K | 2.21% | 15 |
|
|
2021
Q1 | $1.95M | Sell |
9,205
-50
| -0.5% | -$10.6K | 2.12% | 16 |
|
|
2020
Q4 | $2.02M | Sell |
9,255
-25
| -0.3% | -$5.47K | 2.23% | 17 |
|
|
2020
Q3 | $1.86M | Sell |
9,280
-105
| -1% | -$21K | 2.38% | 17 |
|
|
2020
Q2 | $1.81M | Sell |
9,385
-265
| -3% | -$51.2K | 2.51% | 14 |
|
|
2020
Q1 | $1.61M | Sell |
9,650
-129
| -1% | -$21.5K | 2.33% | 17 |
|
|
2019
Q4 | $2.04M | Buy |
+9,779
| New | +$2.04M | 2.48% | 10 |
|