SHA
Seneca House Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,403
| Closed | -$276K | – | 86 |
|
|
2022
Q2 | $276K | Sell |
1,403
-245
| -15% | -$48.2K | 0.18% | 76 |
|
|
2022
Q1 | $365K | Sell |
1,648
-1,436
| -47% | -$318K | 0.19% | 68 |
|
|
2021
Q4 | $668K | Sell |
3,084
-1,215
| -28% | -$263K | 0.35% | 57 |
|
|
2021
Q3 | $958K | Sell |
4,299
-629
| -13% | -$140K | 0.58% | 37 |
|
|
2021
Q2 | $1.15M | Sell |
4,928
-363
| -7% | -$84.9K | 0.75% | 26 |
|
|
2021
Q1 | $1.12M | Sell |
5,291
-137
| -3% | -$29K | 0.79% | 25 |
|
|
2020
Q4 | $1.19M | Buy |
5,428
+1,952
| +56% | +$427K | 0.86% | 24 |
|
|
2020
Q3 | $695K | Buy |
3,476
+1,482
| +74% | +$296K | 0.55% | 32 |
|
|
2020
Q2 | $385K | Buy |
+1,994
| New | +$385K | 0.33% | 45 |
|