RBWA
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RFG - Bristol Wealth Advisors’s Visa V Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.46M Sell
9,756
-1,542
-14% -$547K 1.07% 27
2025
Q1 		$3.96M Buy
11,298
+32
+0.3% +$11.2K 1.33% 18
2024
Q4 		$3.56M Buy
+11,266
New +$3.56M 1.17% 22