ShoreHaven Wealth Partners’s Visa V Stock Holding History

ShoreHaven Wealth Partners’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$202K	Hold
2025 Q2	$210K	Hold
2025 Q1	$207K	Buy
2023 Q4	–	Sell
2023 Q3	$205K	Hold
2023 Q2	$212K	Hold
2023 Q1	$201K	Buy
2021 Q2	–	Sell
2021 Q1	$277K	Buy
2020 Q4	$98K	Buy