ShoreHaven Wealth Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
591
| – | – | 0.09% | 95 |
|
|
2025
Q1 | $207K | Buy |
+591
| New | +$207K | 0.1% | 87 |
|
|
2023
Q4 | – | Sell |
-891
| Closed | -$205K | – | 82 |
|
|
2023
Q3 | $205K | Hold |
891
| – | – | 0.14% | 71 |
|
|
2023
Q2 | $212K | Hold |
891
| – | – | 0.14% | 65 |
|
|
2023
Q1 | $201K | Buy |
+891
| New | +$201K | 0.14% | 68 |
|
|
2021
Q2 | – | Sell |
-1,310
| Closed | -$277K | – | 245 |
|
|
2021
Q1 | $277K | Buy |
1,310
+862
| +192% | +$182K | 0.15% | 44 |
|
|
2020
Q4 | $98K | Buy |
+448
| New | +$98K | 0.05% | 76 |
|