Royal Harbor Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,095
| Closed | -$1.2M | – | 82 |
|
|
2022
Q2 | $1.2M | Buy |
6,095
+85
| +1% | +$16.7K | 0.82% | 34 |
|
|
2022
Q1 | $1.33M | Buy |
6,010
+187
| +3% | +$41.5K | 0.85% | 33 |
|
|
2021
Q4 | $1.26M | Buy |
5,823
+308
| +6% | +$66.8K | 0.8% | 42 |
|
|
2021
Q3 | $1.23M | Sell |
5,515
-9
| -0.2% | -$2K | 0.87% | 40 |
|
|
2021
Q2 | $1.29M | Buy |
5,524
+160
| +3% | +$37.4K | 0.86% | 43 |
|
|
2021
Q1 | $1.14M | Buy |
5,364
+225
| +4% | +$47.7K | 0.87% | 43 |
|
|
2020
Q4 | $1.12M | Buy |
5,139
+1,145
| +29% | +$250K | 0.94% | 36 |
|
|
2020
Q3 | $799K | Sell |
3,994
-4,032
| -50% | -$807K | 0.75% | 48 |
|
|
2020
Q2 | $1.55M | Buy |
8,026
+3,444
| +75% | +$665K | 1.53% | 15 |
|
|
2020
Q1 | $738K | Buy |
+4,582
| New | +$738K | 0.85% | 36 |
|