SBA
Seven Bridges Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-29,496
| Closed | -$3.36M | – | 94 |
|
|
2017
Q4 | $3.36M | Sell |
29,496
-294
| -1% | -$33.5K | 2.73% | 3 |
|
|
2017
Q3 | $3.14M | Buy |
29,790
+2,163
| +8% | +$228K | 2.63% | 3 |
|
|
2017
Q2 | $2.59M | Buy |
27,627
+1,193
| +5% | +$112K | 2.32% | 4 |
|
|
2017
Q1 | $2.35M | Buy |
26,434
+2,831
| +12% | +$252K | 2.24% | 7 |
|
|
2016
Q4 | $1.84M | Sell |
23,603
-828
| -3% | -$64.6K | 1.88% | 10 |
|
|
2016
Q3 | $2.02M | Sell |
24,431
-3,266
| -12% | -$270K | 1.79% | 10 |
|
|
2016
Q2 | $2.05M | Sell |
27,697
-2,037
| -7% | -$151K | 1.76% | 10 |
|
|
2016
Q1 | $2.27M | Buy |
29,734
+2,056
| +7% | +$157K | 1.8% | 9 |
|
|
2015
Q4 | $2.15M | Buy |
+27,678
| New | +$2.15M | 2.15% | 7 |
|