Rollins Financial’s Visa V Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $559K | Sell |
2,146
-99
| -4% | -$25.8K | 0.12% | 61 |
|
2023
Q3 | $516K | Buy |
2,245
+55
| +3% | +$12.7K | 0.13% | 65 |
|
2023
Q2 | $520K | Buy |
+2,190
| New | +$520K | 0.14% | 64 |
|
2022
Q2 | – | Sell |
-1,691
| Closed | -$375K | – | 127 |
|
2022
Q1 | $375K | Sell |
1,691
-50
| -3% | -$11.1K | 0.11% | 81 |
|
2021
Q4 | $377K | Buy |
+1,741
| New | +$377K | 0.11% | 74 |
|
2021
Q2 | $559K | Buy |
2,391
+1,035
| +76% | +$242K | 0.2% | 54 |
|
2021
Q1 | $287K | Buy |
1,356
+25
| +2% | +$5.29K | 0.12% | 81 |
|
2020
Q4 | $291K | Buy |
+1,331
| New | +$291K | 0.13% | 68 |
|