Ranch Capital Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-287
| Closed | -$64K | – | 560 |
|
|
2021
Q3 | $64K | Buy |
287
+67
| +30% | +$14.9K | 0.04% | 241 |
|
|
2021
Q2 | $51K | Hold |
220
| – | – | 0.03% | 306 |
|
|
2021
Q1 | $46K | Hold |
220
| – | – | 0.03% | 314 |
|
|
2020
Q4 | $48K | Hold |
220
| – | – | 0.03% | 301 |
|
|
2020
Q3 | $44K | Sell |
220
-17
| -7% | -$3.4K | 0.04% | 307 |
|
|
2020
Q2 | $46K | Sell |
237
-1,275
| -84% | -$247K | 0.04% | 315 |
|
|
2020
Q1 | $243K | Sell |
1,512
-475
| -24% | -$76.3K | 0.24% | 108 |
|
|
2019
Q4 | $373K | Sell |
1,987
-100
| -5% | -$18.8K | 0.3% | 93 |
|
|
2019
Q3 | $359K | Buy |
+2,087
| New | +$359K | 0.38% | 90 |
|