RIM
Rampart Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,564
| Closed | -$1.11M | – | 351 |
|
|
2020
Q3 | $1.11M | Sell |
5,564
-21,320
| -79% | -$4.26M | 0.7% | 34 |
|
|
2020
Q2 | $5.19M | Buy |
26,884
+12,651
| +89% | +$2.44M | 0.87% | 14 |
|
|
2020
Q1 | $2.29M | Sell |
14,233
-20,794
| -59% | -$3.35M | 1.09% | 14 |
|
|
2019
Q4 | $6.58M | Sell |
35,027
-2,959
| -8% | -$556K | 0.8% | 14 |
|
|
2019
Q3 | $6.53M | Sell |
37,986
-3,036
| -7% | -$522K | 0.81% | 15 |
|
|
2019
Q2 | $7.12M | Sell |
41,022
-3,904
| -9% | -$678K | 0.84% | 10 |
|
|
2019
Q1 | $7.02M | Buy |
44,926
+27,823
| +163% | +$4.35M | 0.8% | 18 |
|
|
2018
Q4 | $2.26M | Sell |
17,103
-32,197
| -65% | -$4.25M | 0.63% | 37 |
|
|
2018
Q3 | $2.96M | Sell |
49,300
-4,890
| -9% | -$293K | 1.3% | 9 |
|
|
2018
Q2 | $7.18M | Sell |
54,190
-4,975
| -8% | -$659K | 0.7% | 32 |
|
|
2018
Q1 | $7.08M | Buy |
59,165
+34,510
| +140% | +$4.13M | 0.68% | 35 |
|
|
2017
Q4 | $2.81M | Sell |
24,655
-376
| -2% | -$42.9K | 1.08% | 16 |
|
|
2017
Q3 | $2.63M | Buy |
25,031
+994
| +4% | +$105K | 0.89% | 19 |
|
|
2017
Q2 | $2.25M | Buy |
24,037
+18,877
| +366% | +$1.77M | 0.81% | 26 |
|
|
2017
Q1 | $459K | Buy |
+5,160
| New | +$459K | 0.16% | 34 |
|