Shine Investment Advisory Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $736K | Sell |
3,683
-233
| -6% | -$46.6K | 0.25% | 54 |
|
|
2020
Q2 | $756K | Sell |
3,916
-124
| -3% | -$23.9K | 0.28% | 52 |
|
|
2020
Q1 | $651K | Hold |
4,040
| – | – | 0.3% | 55 |
|
|
2019
Q4 | $759K | Sell |
4,040
-219
| -5% | -$41.1K | 0.3% | 55 |
|
|
2019
Q3 | $733K | Buy |
4,259
+111
| +3% | +$19.1K | 0.35% | 48 |
|
|
2019
Q2 | $720K | Hold |
4,148
| – | – | 0.33% | 49 |
|
|
2019
Q1 | $648K | Hold |
4,148
| – | – | 0.3% | 53 |
|
|
2018
Q4 | $547K | Hold |
4,148
| – | – | 0.27% | 57 |
|
|
2018
Q3 | $623K | Hold |
4,148
| – | – | 0.33% | 50 |
|
|
2018
Q2 | $549K | Hold |
4,148
| – | – | 0.28% | 56 |
|
|
2018
Q1 | $496K | Hold |
4,148
| – | – | 0.26% | 57 |
|
|
2017
Q4 | $473K | Hold |
4,148
| – | – | 0.24% | 58 |
|
|
2017
Q3 | $437K | Sell |
4,148
-79
| -2% | -$8.32K | 0.23% | 61 |
|
|
2017
Q2 | $396K | Hold |
4,227
| – | – | 0.2% | 61 |
|
|
2017
Q1 | $376K | Buy |
+4,227
| New | +$376K | 0.25% | 53 |
|