RGT Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $283K | Sell |
1,595
-617
| -28% | -$109K | 0.05% | 63 |
|
|
2022
Q2 | $436K | Sell |
2,212
-433
| -16% | -$85.3K | 0.07% | 57 |
|
|
2022
Q1 | $587K | Sell |
2,645
-163
| -6% | -$36.2K | 0.09% | 51 |
|
|
2021
Q4 | $609K | Buy |
+2,808
| New | +$609K | 0.09% | 51 |
|
|
2021
Q1 | – | Sell |
-2,208
| Closed | -$483K | – | 71 |
|
|
2020
Q4 | $483K | Buy |
+2,208
| New | +$483K | 0.1% | 31 |
|
|
2019
Q4 | – | Sell |
-1,681
| Closed | -$289K | – | 39 |
|
|
2019
Q3 | $289K | Buy |
+1,681
| New | +$289K | 0.84% | 28 |
|
|
2019
Q1 | – | Sell |
-1,587
| Closed | -$209K | – | 20 |
|
|
2018
Q4 | $209K | Buy |
+1,587
| New | +$209K | 1.24% | 15 |
|