SWM
V icon

Solano Wealth Management’s Visa V Stock Holding History

Solano Wealth Management’s Portfolio V Stock Details V Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$379K Buy
1,445
+40
+3% +$10.5K 0.21% 26
2024
Q1 		$392K Hold
1,405
– – 0.22% 27
2023
Q4 		$366K Buy
+1,405
New +$366K 0.22% 23