SFG
Socha Financial Group’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,272
| Closed | -$355K | – | 29 |
|
|
2024
Q1 | $355K | Buy |
1,272
+3
| +0.2% | +$837 | 0.16% | 21 |
|
|
2023
Q4 | $331K | Buy |
1,269
+2
| +0.2% | +$521 | 0.16% | 21 |
|
|
2023
Q3 | $291K | Buy |
1,267
+2
| +0.2% | +$460 | 0.16% | 20 |
|
|
2023
Q2 | $300K | Buy |
+1,265
| New | +$300K | 0.16% | 20 |
|