SWMG
Signature Wealth Management Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
801
+39
| +5% | +$13.8K | 0.11% | 104 |
|
|
2025
Q1 | $267K | Buy |
762
+81
| +12% | +$28.4K | 0.1% | 106 |
|
|
2024
Q4 | $215K | Buy |
+681
| New | +$215K | 0.09% | 103 |
|
|
2018
Q4 | – | Sell |
-237
| Closed | -$32K | – | 281 |
|
|
2018
Q3 | $32K | Buy |
237
+207
| +690% | +$27.9K | 0.02% | 127 |
|
|
2018
Q2 | $4K | Sell |
30
-207
| -87% | -$27.6K | ﹤0.01% | 274 |
|
|
2018
Q1 | $28K | Hold |
237
| – | – | 0.02% | 126 |
|
|
2017
Q4 | $27K | Buy |
+237
| New | +$27K | 0.02% | 126 |
|