SBA
Secrest Blakey & Associates’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,171
| Closed | -$718K | – | 113 |
|
|
2019
Q3 | $718K | Sell |
4,171
-17
| -0.4% | -$2.93K | 0.59% | 46 |
|
|
2019
Q2 | $727K | Buy |
4,188
+89
| +2% | +$15.5K | 0.63% | 47 |
|
|
2019
Q1 | $640K | Sell |
4,099
-2,593
| -39% | -$405K | 0.62% | 47 |
|
|
2018
Q4 | $883K | Sell |
6,692
-229
| -3% | -$30.2K | 0.74% | 37 |
|
|
2018
Q3 | $1.04M | Sell |
6,921
-129
| -2% | -$19.4K | 0.8% | 33 |
|
|
2018
Q2 | $934K | Buy |
7,050
+25
| +0.4% | +$3.31K | 0.74% | 34 |
|
|
2018
Q1 | $840K | Sell |
7,025
-317
| -4% | -$37.9K | 0.72% | 35 |
|
|
2017
Q4 | $837K | Buy |
+7,342
| New | +$837K | 0.68% | 36 |
|