RE Dickinson Investment Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $180K | Hold |
57
| – | – | 0.01% | 140 |
|
|
2024
Q3 | $15.7K | Hold |
57
| – | – | 0.01% | 145 |
|
|
2024
Q2 | $15K | Hold |
57
| – | – | 0.01% | 142 |
|
|
2024
Q1 | $16K | Sell |
57
-300
| -84% | -$84.2K | 0.01% | 138 |
|
|
2023
Q4 | $93K | Hold |
357
| – | – | 0.06% | 60 |
|
|
2023
Q3 | $82K | Buy |
357
+112
| +46% | +$25.7K | 0.06% | 62 |
|
|
2023
Q2 | $58K | Hold |
245
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $55K | Buy |
245
+38
| +18% | +$8.53K | 0.02% | 155 |
|
|
2022
Q4 | $43K | Hold |
207
| – | – | 0.02% | 154 |
|
|
2022
Q3 | $37K | Sell |
207
-78
| -27% | -$13.9K | 0.03% | 84 |
|
|
2022
Q2 | $56 | Hold |
285
| – | – | 0.01% | 72 |
|
|
2022
Q1 | $63K | Hold |
285
| – | – | 0.04% | 79 |
|
|
2021
Q4 | $62K | Buy |
+285
| New | +$62K | 0.05% | 75 |
|