Secured Retirement Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
4,705
+364
| +8% | +$129K | 1% | 31 |
|
|
2025
Q1 | $1.52M | Sell |
4,341
-2,996
| -41% | -$1.05M | 0.98% | 29 |
|
|
2024
Q4 | $2.32M | Buy |
7,337
+344
| +5% | +$109K | 1.33% | 14 |
|
|
2024
Q3 | $1.92M | Buy |
6,993
+1,697
| +32% | +$467K | 1.39% | 31 |
|
|
2024
Q2 | $1.39M | Buy |
5,296
+4,546
| +606% | +$1.19M | 1.08% | 38 |
|
|
2024
Q1 | $209K | Buy |
+750
| New | +$209K | 0.18% | 106 |
|